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Jeffrey D. Hardiek

Advisor at United Capital Management Of Kansas, Inc. — Norton, KS

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Credentials

Series 65

Experience

< 1 year

Location

Norton, KS

United Capital Management Of Kansas, Inc. logo

United Capital Management Of Kansas, Inc.

Team

Total advisors

26

Across 5 offices

Clients per advisor

62 Typical

Avg AUM per client

$504,949 Low

HNW client ratio

20% Low

About

Jeffrey Hardiek is a financial advisor with United Capital Management of Kansas, Inc. He holds a Series 65 designation and has been with United Capital since 2026. Prior to joining the firm, he worked in the insurance industry and spent over three decades at PrairieLand Electric. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs a research-driven approach to constructing diversified portfolios across equities, fixed income, ETFs, and alternative assets, and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

Client services

Based on United Capital Management Of Kansas, Inc.

Financial planning Portfolio management Pension consulting Educational seminars or workshops Sub-adviser services

Expertise

Based on United Capital Management Of Kansas, Inc.

Private / alternative investments Concentrated stock management Options & derivatives strategies Equity Recipients (RS/RSU, SOP, ESPP) General estate planning guidance

Occupation focus

Based on United Capital Management Of Kansas, Inc.

Founder/Business Owner Executive

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Fee options

Fixed

Fixed fees for estate planning services, negotiable per client agreement, max $500 annually

Percentage

$0 - $1,000,000: 2.5% $1,000,001 - $100,000,000: negotiable, generally ranges from 0.75% to 2% $100,000,001+: Not allowed; purchases in excess of $100,000,000 prohibited

Commissions

Commissions from securities sales if client purchases commissionable products via StoneX Securities, Inc.

Performance-based

Performance-based fees charged for investments in Red Neck Yacht Fund, LP, specific details in fund documents

Other

Account minimum: $25,000 Minimum fee: Annual minimum fee of $50 per account Fee-only: Fixed fee for estate planning services not to exceed $500 annually

Location

See office

Norton, KS

Norton KS

Advisors at this office

1

Most active in

Kansas

Work history

< 1 year of industry experience

UCM

2026 - Present • 1 year

Norton, KS

Heritage Crop Insurance

2022 - Present • 4 years

Hill City, KS

WIn Hill Insurance

2021 - 2022 • 1 year

Hill City, KS

PrairieLand Electric

1987 - 2021 • 34 years

Hill City, KS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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