Unclaimed Profile

Scott Henry Shepherd

UNITING WEALTH PARTNERS·MISSION, Kansas

SIE, Series 3, Series 7, Series 8, Series 9, Series 10, Series 24, Series 63, Series 6528 years registeredUNITING WEALTH PARTNERS

5201 JOHNSON DR., MISSION, KS 66205CRD# 2099250Firm CRD# 332317

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Scott Henry Shepherd · MISSION, KS

Registration

CRD #2099250 · UNITING WEALTH PARTNERS · 28 years registered

Brand Profile

Not yet started

Career History

UNITING WEALTH PARTNERS

Oct 2024 – present

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC

Aug 2018 – Oct 2024

ROGERS, AR

RAYMOND JAMES & ASSOCIATES, INC.

Nov 2005 – Aug 2018

ROGERS, AR

MORGAN STANLEY

Mar 1998 – Nov 2005

ROGERS, AR

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 8

Series 9

Series 10

Series 24

Series 63

Series 65

Registration record

First registered · March 11, 1998

Years registered · 28

Disclosure History

2005Customer Dispute·Denied

2002Customer Dispute·Denied

1999Customer Dispute·Denied

3 disclosure events on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

Firm Overview

Firm

UNITING WEALTH PARTNERS

CRD 332317 · SEC 801-131215

AUM

—

Regulatory assets under management

Employees

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

View all advisors at UNITING WEALTH PARTNERS →

Introduction

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Frequently Asked Questions

What services does Scott Henry Shepherd offer?

Scott Henry Shepherd specializes in Financial Planning, Investment Management. Contact their office in MISSION, Kansas for a consultation.

What are Scott Henry Shepherd's credentials?

Scott Henry Shepherd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Scott Henry Shepherd located?

Scott Henry Shepherd is based in MISSION, Kansas, working with UNITING WEALTH PARTNERS. Their office serves clients in the MISSION metropolitan area and surrounding communities.

How does Scott Henry Shepherd charge for services?

Scott Henry Shepherd'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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