Rogers, AR Office

Team
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Uniting Wealth Partners logo

Uniting Wealth Partners

Team

Firm-wide stats for Uniting Wealth Partners

Total advisors

15

Across 6 offices

Clients per advisor

55 Typical

Avg AUM per client

$957,905 Typical

HNW client ratio

78% Very High

About

Uniting Wealth Partners provides wealth management, financial planning and consulting to individuals, high‑net‑worth clients, trusts, estates, businesses and charitable organizations. The firm also offers investment consulting to brokerage customers of Mutual Securities, Inc. and may recommend products offered by affiliated Network Advisors.

Portfolios are typically built with low‑cost, diversified mutual funds and ETFs but may include individual stocks, bonds, options, REITs and alternative investments as appropriate, using fundamental, technical, cyclical and charting analysis. Investment solutions are generally long‑term oriented and can be implemented directly or, when appropriate, through unaffiliated Independent Managers with ongoing oversight by the firm.

Several aspects distinguish Uniting Wealth Partners from many peers: it was founded in 2024 and is a subsidiary within the WAGN network with ownership ties to PWM PartnerCo and Echelon Wealth Advisors, allowing it to integrate Network Advisors and Network Providers under disclosed conflict controls. The firm operates from six offices, manages approximately $935 million (mostly on a discretionary basis), and maintains consulting arrangements with a brokerage firm and institutional relationships with custodians that provide operational and technology support.

Based on Uniting Wealth Partners

Expertise

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies

Based on Uniting Wealth Partners

Location

3300 S Market St, Ste 404

Rogers AR 72758

Advisors at this office

6

Advisors at this office

user avatar

Randy K

Series 63, Series 65

Rogers, AR

Uniting Wealth Partners

Randy Koontz is a financial advisor at Uniting Wealth Partners with 37 years of industry experience. He previously worked at Raymond James in various capacities from 2006 to 2024. Koontz also holds Series 63 and Series 65 credentials and is a licensed insurance agent. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs diversified investment strategies using mutual funds, ETFs, and other securities, and operates as part of the WAGN network with multiple office locations and extensive consulting relationships.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Aaron J

Series 66

Rogers, AR

Uniting Wealth Partners

Aaron Jurgensmeyer is a financial advisor at Uniting Wealth Partners with 25 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James Financial and its affiliates for 17 years. Outside of advising, he owns a liquor store and a family amusement business in Columbia, Missouri. Uniting Wealth Partners provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm emphasizes diversified portfolios using low-cost mutual funds and ETFs, with a long-term investment approach that integrates independent managers and multiple analysis methods.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Ben M

CFP®, Series 63, Series 65

Rogers, AR

Uniting Wealth Partners

Ben Mclintock is a CFP® with 12 years of industry experience, currently serving as an advisor at Uniting Wealth Partners. He previously worked at Arvest Wealth Management for 12 years. Outside of finance, he is the sole member and manager of The McLintock Law Group, PLLC, a law firm that is not currently engaged in for-profit activities. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm typically builds portfolios using low-cost, diversified mutual funds and ETFs, and offers investment solutions that are generally long-term oriented.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Bradley B

Series 63, Series 66

Rogers, AR

Uniting Wealth Partners

Bradley Blankenship is a financial advisor at Uniting Wealth Partners with 20 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked for 13 years at Arvest Wealth Management. Blankenship is also a licensed insurance agent and spends part of his time implementing insurance recommendations. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm utilizes diversified portfolios primarily composed of low-cost mutual funds and ETFs, with additional investment options as appropriate, and operates as part of a larger network offering integrated advisory and operational support.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Scott S

Series 63, Series 65

Rogers, AR

Uniting Wealth Partners

Scott Shepherd is a financial advisor at Uniting Wealth Partners with 36 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Raymond James Financial and Morgan Stanley. Shepherd is also a licensed insurance agent, dedicating part of his time to insurance sales and implementation. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm employs a diversified investment approach featuring mutual funds, ETFs, and other securities, and operates within the WAGN network with multiple offices and substantial assets under management.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
user avatar

Kristy H

Series 63, Series 66

Rogers, AR

Uniting Wealth Partners

Kristy Harrell is a financial advisor at Uniting Wealth Partners with 31 years of industry experience. She holds Series 63 and Series 66 designations and previously worked at Raymond James Financial Services Advisors and Raymond James & Associates. Outside of finance, she is involved in raising and selling cattle through Harrell Ridge LLC. Uniting Wealth Partners provides wealth management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm focuses on building diversified portfolios using low-cost mutual funds and ETFs, employing a mix of fundamental, technical, cyclical, and charting analysis.

Private / alternative investments Concentrated stock management Real estate investing Options & derivatives strategies
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