Advisor at United Capital Management of Kansas, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
United Capital Management of Kansas, Inc.
Location
Salina, KS 67401
Credentials
Series 63, Series 65, Series 66
Industry experience
29 years
$1,000 - $100,000,000: 2.5% (maximum, negotiable; actual fees generally range from 0.75% to 2%)
Investment Advisor Representatives may earn commissions on certain products such as insurance and transaction-based securities when acting as registered representatives or insurance agents.
Account minimum: $5,000 minimum (waivable at the firm’s discretion) Minimum fee: $50 annual minimum fee per account
United Capital Management of Kansas
2019 - Present (7 years)
SA Stone Wealth Management Inc
2019 - Present (7 years)
Royal Alliance Associates, INC.
2018 - 2019 (1 year)
Signator Investors, inc.
2015 - 2018 (3 years)
MJH Insurance & Financial Services, Inc.
1999 - Present (27 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 66
Salina, KS
Edward Jones
Series 66
Salina, KS
Edward Jones
CFP®, Series 66
Salina, KS
Foundation Wealth Planning
Series 63, Series 65
Salina, KS
Chief Advisors Corp
Series 66
Salina, KS
United Capital Management of Kansas, Inc.
Series 63, Series 66
Salina, KS
OFG Financial Services, Inc.
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