Ronald David Ward

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2008 → Present
  Agency West Insurance, Llc
  Olathe, KS
• 08/2020 → Present
  United Capital Management Of Kansas, Inc.
  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

• S65 Uniform Investment Adviser Law Examination
  2021-04-16

Other Names

• David Ward
• R. David Ward