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United Capital Management Of Kansas, Inc. CRD 157755
$885M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
227 North Santa Fe, Salina, KS 67401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2018-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Straub International | Salina | KS | 03/2011 | 03/2017 |
| United Capital Management Of Kansas, Inc. | Salina | KS | 03/2017 | Present |
United Capital Insurance, LLC * Not investment related *Became a part owner on 3/13/24 *Fixed Insurance products *Managing Member/Director *I work with our group of agents to facilitate and offer fixed insurance products (life and LTC insurance, fixed annuities) to client/prospects *I do receive a small override on the agent's production * Approximately 140 hours per month total *Approximately 130 hours per month during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-08 |
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