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Cole Matthew Graham

United Capital Management Of Kansas, Inc.

Salina, KS

CRD 7841693

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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 2023-12-05
  • KS RA
    APPROVED
    Since 2023-12-05

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, Inc. Salina KS 09/2023 Present
Greater Salina Community Foundation Salina KS 09/2021 09/2023
Kw Integrity Lawrence KS 01/2018 08/2021
The Mortgage Company Salina KS 08/2004 01/2018
  • 09/2023 → Present
    Salina, KS
  • 09/2021 → 09/2023
    Greater Salina Community Foundation
    Salina, KS
  • 01/2018 → 08/2021
    Kw Integrity
    Lawrence, KS
  • 08/2004 → 01/2018
    The Mortgage Company
    Salina, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-11-30
  • S65 Uniform Investment Adviser Law Examination
    2023-11-30

View on SEC IAPD

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