Unclaimed Profile

Scott Henry Shepherd

UNITING WEALTH PARTNERS·MISSION, Kansas

Clean recordUNITING 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

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Scott Henry Shepherd 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

UNITING WEALTH PARTNERS

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at UNITING WEALTH PARTNERS →

Services

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 2099250

Firm CRD# 332317

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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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