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Nathan Weigel

United Capital Management Of Kansas, Inc.

Salina, KS

CRD 7336904

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Employer firm

United Capital Management Of Kansas, Inc. CRD 157755

$885M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
United Capital Management Of Kansas, Inc.

227 North Santa Fe, Salina, KS 67401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-05-20
KS RA APPROVED 2022-01-10
  • TX RA
    APPROVED_RES
    Since 2025-05-20
  • KS RA
    APPROVED
    Since 2022-01-10

Branch Locations

227 North Santa Fe, Salina, KS 67401 • 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
United Capital Management Of Kansas Salina KS 01/2021 Present
Salina Ortho Marketing Salina KS 12/2021 Present
Nathan Weigel Insurance Salina KS 01/2020 12/2020
Banker'S Life & Casualty Salina KS 03/2019 12/2019
Eagle Communications Salina KS 02/2016 03/2019
  • 01/2021 → Present
    United Capital Management Of Kansas
    Salina, KS
  • 12/2021 → Present
    Salina Ortho Marketing
    Salina, KS
  • 01/2020 → 12/2020
    Nathan Weigel Insurance
    Salina, KS
  • 03/2019 → 12/2019
    Banker'S Life & Casualty
    Salina, KS
  • 02/2016 → 03/2019
    Eagle Communications
    Salina, KS
Other Businesses

1) Nathan Weigel Reffing - Officiate Basketball, 12 hours devoted to business per month. 2)United Capital Management of Kansas Inc. Investment related Investment Consultant/Registered Rep Meeting with clients and providing investment recommendations. Start date - 01/2021 Approximately 180 hours a month on this OBA with 6 during market hours. 3) United Capital Trust Inc. 104 E Iron Ave. Salina, KS 67401 Nature of Business: Trust Relationship Manager Investment Related: Non-Investment Related Title: Investment Consultant Duties:Trust Services Start Date:01/2021 Approximate Hours Devoted to Business: 20 Approximate Hours Devoted to Business during Market Hours: 1 4) Insurance Agent, Nature of Business - Insurance Agency Is Investment Related Position - Insurance Agent Duties - Meeting with clients to provide insurance and investment recommendations. Start date - 01/2021 Approximately 30 hours on this OBA monthly with 1 during market hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-12-16
  • S65 Uniform Investment Adviser Law Examination
    2021-12-16

View on SEC IAPD

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