Steven Shepich has been an investment adviser representative at Laffer Tengler Investments since May 2020, and is not listed among the firm’s executive officers or direct owners. Steven Shepich holds an MBA in Finance from Wayne State University. Steven Shepich studied at Ferris State University.
Laffer Tengler Investments, Inc. is a Nashville, TN firm with $800M under management, 276 clients and 13 advisers across 6 offices, as of its March 2026 filing.
Steven F. Shepich is Senior Portfolio Manager of Laffer Tengler Investments and a strategy leader for the Dividend Growth portfolio. He started his career as a public accountant, then worked as an analyst at Olde Discount Corporation following technology companies. He became a Model Portfolio Strategist in 2002, managing equity model portfolios through H&R Block and Ameriprise Financial, before leaving to join Laffer Investments as a Portfolio Manager.
Steven Shepich’s longest registration is the current one, 6 years at Laffer Tengler Investments since 2020. Before joining Laffer Tengler Investments in 2020, Steven Shepich was registered through Ameriprise Financial Services, Inc. and Ameriprise Advisor Services, Inc.
- – present · 6 yearsRoyal Oak, MI · Adviser representative · Firm CRD 108068
- Ameriprise Financial Services, Inc.– · 2 yearsMinneapolis, MN · Adviser representative · Firm CRD 6363
- Ameriprise Advisor Services, Inc.– · 5 yearsDetroit, MI · Adviser representative · Firm CRD 5979
Investment adviser representative registrations
Steven Shepich is registered as an investment adviser representative in Michigan, since May 2020.
- MichiganSince 19 May 2020
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 87 | Research Analyst Exam - Part II Regulations Module | 12 November 2004 |
| Series 65 | Uniform Investment Adviser Law Examination | 6 November 2002 |
| Series 16 | NYSE Supervisory Analyst Examination | 18 December 1995 |
| Series 63 | Uniform Securities Agent State Law Examination | 5 May 1995 |
| Series 7 | General Securities Representative Examination | 25 April 1995 |
- Name
- Research Analyst Exam - Part II Regulations Module
- Name
- Uniform Investment Adviser Law Examination
- Name
- NYSE Supervisory Analyst Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- General Securities Representative Examination
- Full name
- Steven Frederick Shepich
- CRD
- 2073554
- Firm
- Laffer Tengler Investments · CRD 108068
- Office
- Royal Oak, MI
- Registration
- Investment adviser registration
- In the industry since
- January 2013
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- laffertengler.com
Where does Steven Shepich work?
Steven Shepich is an investment adviser representative registered through Laffer Tengler Investments, Inc. since May 2020, and is not listed among the firm’s executive officers or direct owners.
Is Steven Shepich a financial advisor?
Yes. Steven Shepich has a current investment-adviser registration in Michigan, through Laffer Tengler Investments since May 2020.
How many years of experience does Steven Shepich have?
Steven Shepich has 13 years in the financial industry, since January 2013, across 3 adviser firms.
What exams has Steven Shepich passed?
Steven Shepich has passed 5 licensing exams: the Series 7, Series 63, Series 16, Series 65 and Series 87. The earliest, the Series 7, was passed in April 1995.
Where did Steven Shepich work before Laffer Tengler Investments?
Before Laffer Tengler Investments, Steven Shepich was registered through Ameriprise Financial Services, Inc., October 2009 to November 2011; Ameriprise Advisor Services, Inc., July 2004 to October 2009.
Where is Steven Shepich based?
Steven Shepich’s registered office is in Royal Oak, MI.
Is Steven Shepich registered with FINRA?
No. Steven Shepich has no current broker registration.
How can I verify Steven Shepich’s record?
Search CRD 2073554 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Steven Shepich’s full registration record.
