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John Graham Phoenix

UNITING WEALTH PARTNERS·MISSION, Kansas
Series 6, Series 7, Series 63, Series 65Clean record24 years registeredUNITING WEALTH PARTNERS
5201 JOHNSON DR., MISSION, KS 66205CRD# 2166774Firm CRD# 332317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
John Graham Phoenix · MISSION, KS
Registration
CRD #2166774 · UNITING WEALTH PARTNERS · 24 years registered
Brand Profile
Not yet started
01

Career History

No current investment adviser registration
Last registered firm: UNITING WEALTH PARTNERS
WAGN ADVISORY SERVICES, LLC
Aug 2021 – Dec 2024
DENVER, CO
ENVESTNET | PMC
Aug 2011 – Oct 2019
DENVER, CO
METAMORPHOSIS MONEY MANAGEMENT LLC
Sep 2008 – Nov 2010
DENVER, CO
ALEXANDER CAPITAL MANAGEMENT GROUP, LLC
Jan 2002 – Oct 2006
DENVER, CO
ALEXANDER CAPITAL MANAGEMENT GROUP, INC.
Jan 2002 – Apr 2003
DENVER, CO
02

Registrations & Exams

FINRA examinations passed
Series 6
Series 7
Series 63
Series 65
Registration record
First registered · January 2, 2002
Years registered · 24
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
UNITING WEALTH PARTNERS
CRD 332317 · SEC 801-131215
AUM
—
Regulatory assets under management
Employees
11
Total firm employees
Services offered by UNITING WEALTH PARTNERS
Per Form ADV
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
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Introduction

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05

Frequently Asked Questions

What services does John Graham Phoenix offer?
John Graham Phoenix specializes in Financial Planning, Investment Management.
What are John Graham Phoenix's credentials?
John Graham Phoenix is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Graham Phoenix located?
John Graham Phoenix is based in MISSION, Kansas, last registered with UNITING WEALTH PARTNERS.
How does John Graham Phoenix charge for services?
John Graham Phoenix's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITING WEALTH PARTNERS?
UNITING WEALTH PARTNERS has approximately 11 employees. The firm is registered with the SEC as an investment adviser.
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Other Advisors at UNITING WEALTH PARTNERS

Jay William Hummel
MISSION, KS
Kristy Sue Harrell
MISSION, KS
Scott Henry Shepherd
MISSION, KS

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