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Scott Henry Shepherd

UNITING WEALTH PARTNERS·MISSION, Kansas
Unclaimed Profile
5201 JOHNSON DR., MISSION, KS 66205CRD# 2099250Firm CRD# 332317
01

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.

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
View all advisors at UNITING WEALTH PARTNERS →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 2099250
Firm CRD# 332317
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Other advisors in MISSION
Laura Anne Symon Browne — KORNITZER CAPITAL MANAGEMENT, INC.Robert James Male — KORNITZER CAPITAL MANAGEMENT, INC.Barry Eugene Koster — KORNITZER CAPITAL MANAGEMENT, INC.Jay William Hummel — UNITING WEALTH PARTNERSJohn Charles Kornitzer — KORNITZER CAPITAL MANAGEMENT, INC.
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
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