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Kristy Sue Harrell

UNITING WEALTH PARTNERS·MISSION, Kansas
Unclaimed Profile
5201 JOHNSON DR., MISSION, KS 66205CRD# 2463967Firm CRD# 332317
01

About

Kristy Sue Harrell is a registered financial advisor based in MISSION, Kansas, affiliated with UNITING WEALTH PARTNERS. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
UNITING WEALTH PARTNERS
AUM
Regulatory assets under management
Employees
11
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2463967
Firm CRD# 332317
No disclosures on file
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05

Frequently Asked Questions

What services does Kristy Sue Harrell offer?
Kristy Sue Harrell specializes in Financial Planning, Investment Management. Contact their office in MISSION, Kansas for a consultation.
What are Kristy Sue Harrell's credentials?
Kristy Sue Harrell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristy Sue Harrell located?
Kristy Sue Harrell is based in MISSION, Kansas, working with UNITING WEALTH PARTNERS. Their office serves clients in the MISSION metropolitan area and surrounding communities.
How does Kristy Sue Harrell charge for services?
Kristy Sue Harrell'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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