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Current Employers
United Capital Management Of Kansas, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2021-04-16
  • KS RA
    APPROVED
    Since 2021-04-16

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
Agency West Insurance, Llc Olathe KS 10/2008 Present
United Capital Management Of Kansas, Inc. Salina KS 08/2020 Present
Value Agency Services, Llc Olathe KS 12/2016 05/2021
K&L Group, Llc Olathe KS 11/2015 Present
K&L Group Service Center, Llc Olathe KS 01/2017 Present
  • 10/2008 → Present
    Agency West Insurance, Llc
    Olathe, KS
  • 08/2020 → Present
    Salina, KS
  • 12/2016 → 05/2021
    Value Agency Services, Llc
    Olathe, KS
  • 11/2015 → Present
    K&L Group, Llc
    Olathe, KS
  • 01/2017 → Present
    K&L Group Service Center, Llc
    Olathe, KS
Other Businesses

Ward Holdings, LLC , Olathe KS, Owner, LLC established to hold the title to commercial real estate investments. 05/2017 to Present, less than 5% of his time is spent on this activity. K&L Group, LLC, Olathe KS, Managing Member, Insurance Producer Group 11/2015 to Present, less than 5% of his time is spent on this activity. K&L Group Service Center, LLC , Olathe KS, Managing Member, Insurance Processing Center, 01/2017 to Present less than 5% of his time is spent on this activity. Value Agency Services, LLC , Olathe KS, Managing Member, payroll and Human Resources service provider, 12/2016 to 05/2021, less than 5% of his time is spent on this activity. Agency West Insurance, Olathe, KS, Managing Member, Insurance Agency, 10/2008 to Present, less than 25% of his time is spent on this activity. Purchased majority ownership of Paradigm Engineers and Constructors, an Architect and Engineering Firm based in Louisville KY, I own 60% of the company, the transaction became effective 05/10/2024. I am the President/Managing Member, the company is not investment related. My duties include Management of resources, budgeting, Marketing and approval of expenditures. I typically will spend 5-10 hours a week executing my duties during normal business hours. I am compensated $50,000 a year in base salary.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-04-16
  • S65 Uniform Investment Adviser Law Examination
    2021-04-16
Other Names
  • David Ward
  • R. David Ward

View on SEC IAPD

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