Steven Shepich
Laffer Tengler Investments · Royal Oak, Michigan
Steven Shepich is a fee-only financial advisor at Laffer Tengler Investments in Royal Oak, Michigan, who holds the CFA credential. Laffer Tengler Investments reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Laffer Tengler Investments |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $800.1M across 767 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in MI · CRD 2073554 |
| Exams passed | Series 63 (1995) · Series 65 (2002) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | laffertengler.com |
| Profile |
How Steven's firm compares
- Laffer Tengler Investments's average account is about $1.0 million, from its Form ADV (assets managed divided by 767 accounts).
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Questions about Steven
Is Steven Shepich a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Laffer Tengler Investments reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven's firm, Laffer Tengler Investments, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Steven Shepich based?
Steven Shepich is based in Royal Oak, Michigan.
What credentials does Steven Shepich hold?
Steven Shepich holds the CFA credential.
Is Steven Shepich registered with the SEC?
Yes. Steven Shepich is registered as an investment adviser representative in MI (CRD 2073554), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Laffer Tengler Investments manage?
Laffer Tengler Investments reports $800.1M across 767 accounts in assets under management.
How do I contact Steven Shepich?
Through Steven's website, laffertengler.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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