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Joshua Lawrence Weiser

United Capital Management Of Kansas, Inc.

Olathe, KS

Salina, KS

CRD 8081365

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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
KS RA APPROVED 2025-04-28
  • KS RA
    APPROVED
    Since 2025-04-28

Branch Locations

706 N Lindenwood Dr, Olathe, KS 66062 • United States

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, Inc. Olathe KS 04/2025 Present
Security Bank Of Kansas Leawood KS 09/2024 02/2025
Sunder Energy Kansas City KS 06/2024 08/2024
United Capital Management Of Kansas, Inc. Olathe KS 12/2023 01/2024
United Capital Management Of Kansas, Inc. Salina KS 05/2023 08/2023
Bogeys Salina KS 06/2018 07/2018
Panera Bread Salina KS 06/2017 07/2017
N/A N/A KS 04/2015 06/2017
N/A N/A KS 07/2018 05/2023
N/A N/A KS 02/2024 05/2024
N/A N/A KS 09/2023 11/2023
N/A N/A KS 07/2017 06/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-17
  • S65 Uniform Investment Adviser Law Examination
    2025-04-17

View on SEC IAPD

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