UNITING WEALTH PARTNERS

MISSION, Kansas·4 registered advisors·CRD# 332317
SEC# 801-1312154479-364-0686
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
11
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at UNITING WEALTH PARTNERS

4 registered advisors
Jay William Hummel
MISSION, Kansas
John Graham Phoenix
MISSION, Kansas
Kristy Sue Harrell
MISSION, Kansas
Scott Henry Shepherd
MISSION, Kansas
05

Office Locations

MISSION, Kansas
4 advisors

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Data sourced from SEC Form ADV filings. UNITING WEALTH PARTNERS (CRD# 332317) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.