Jared Schamberger
Advisor at United Capital Management of Kansas, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at United Capital Management of Kansas, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Salina, KS 67401
Credentials
Series 63, Series 65
Industry experience
13 years
Jared Schamberger is a financial advisor at United Capital Management of Kansas, Inc. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His work history includes roles at United Capital Insurance, LLC, United Capital Farm Management, LLC, and StoneX Securities Inc. Outside of his advisory work, he assists with farm labor on his family’s farm. United Capital Management of Kansas is a multi-advisor SEC-registered investment adviser serving individuals, trusts, estates, ERISA retirement plans, and pooled investment vehicles. The firm employs an active, research-driven approach to construct diversified portfolios tailored to client objectives and risk tolerances, while also offering fiduciary retirement plan consulting, estate-planning support, and management of a private fund.
Based on United Capital Management of Kansas, Inc.
Based on United Capital Management of Kansas, Inc.
Estate planning services fixed fee up to $500 annually
$1,000 - $100,000,000: 2.5% (maximum, negotiable; typical range 0.75% - 2%)
IARs may receive commissions from securities and insurance products sales; 12b-1 fees from mutual funds
Performance-based fees charged for Red Neck Yacht Fund, LP as outlined in fund documents
Account minimum: $25,000 Minimum fee: $50 per account annually Fee-only: Fixed fee for estate planning services up to $500 annually
227 North Santa Fe
Salina, KS 67401
Kansas · Texas
United Capital Insurance, Llc.
2014 - Present (12 years)
United Capital Farm Management, LLC
2013 - 2018 (5 years)
United Capital Management of Kansas, Inc.
2013 - Present (13 years)
StoneX Securities Inc.
2010 - Present (16 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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