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PK

Phillip L. Kohler

WEALTH FOUNDATIONS PARTNERS
SALT LAKE CITY, UT 84101-2027
Some features on this profile are disabled
CRD#: 6191279
PK

Professional summary

Phillip Lance Kohler, who also goes by Phillip Kohler, Lance P Kohler, is a registered financial advisor currently at WEALTH FOUNDATIONS PARTNERS, LLC located in Salt Lake City, Utah.

Phillip is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Phillip has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Phillip Kohler | Lance P Kohler

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Phillip Lance Kohler's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

March 21, 2025 - Present

WEALTH FOUNDATIONS PARTNERS, LLC

Office #1: 50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101-2027
RIA
CRD#: 330999
SALT LAKE CITY, UT

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(3/21/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/11/2024
Uniform Investment Adviser Law Examination

Current Firm

WF
WEALTH FOUNDATIONS PARTNERS, LLC
WEALTH FOUNDATIONS | WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999 / SEC#:

California
Registered Investment Advisory firm - (1/13/2026 Approved)
Colorado
Registered Investment Advisory firm - (6/16/2025 Approved)
Idaho
Registered Investment Advisory firm - (10/15/2025 Approved)
North Carolina
Registered Investment Advisory firm - (7/2/2025 Approved)
Ohio
Registered Investment Advisory firm - (11/20/2024 Approved)
South Carolina
Registered Investment Advisory firm - (2/19/2026 Approved)
Texas
Registered Investment Advisory firm - (4/8/2025 Conditional Restricted)
Utah
Registered Investment Advisory firm - (11/20/2024 Approved)
West Virginia
Registered Investment Advisory firm - (10/6/2025 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101
Mailing Address
Phone number
(888) 785-0020
Established
Firm type
Fiscal year end
# of Employees
12

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts313
AUM (Assets Under Management)$ 101,426,343

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

WEALTH FOUNDATIONS PARTNERS, LLC

CRD#: 330999Salt Lake City, UT 84101-2027

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