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Phillip Lance Kohler

Wealth Foundations Partners, LLC

Salt Lake City, UT

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Current Employers
Wealth Foundations Partners, Llc

50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2025-03-21
  • UT RA
    APPROVED
    Since 2025-03-21

Branch Locations

50 W Broadway Ste 333 Pbm 181231, Salt Lake City, UT 84101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
The Wolff Company Scottsdale AZ 08/2016 02/2017
Katerra Scottsdale AZ 02/2017 08/2019
Kapture Prefab Tempe AZ 08/2019 08/2021
Domo American Fork UT 08/2021 Present
Wealth Foundations Partners, Llc Herriman UT 03/2025 Present
  • 08/2016 → 02/2017
    The Wolff Company
    Scottsdale, AZ
  • 02/2017 → 08/2019
    Katerra
    Scottsdale, AZ
  • 08/2019 → 08/2021
    Kapture Prefab
    Tempe, AZ
  • 08/2021 → Present
    Domo
    American Fork, UT
  • 03/2025 → Present
    Wealth Foundations Partners, Llc
    Herriman, UT
Other Businesses

I am an account executive at Domo where I sell software to other corporations.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-06-11
  • S65 Uniform Investment Adviser Law Examination
    2024-06-11
Other Names
  • Lance P Kohler
  • Phillip Kohler

View on SEC IAPD

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Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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