United Capital Management Of Kansas, Inc. logo

United Capital Management Of Kansas, Inc.

Updated today

Client AUM

$808,928,249

Clients

1,602

Advisors

26

across 5 offices

About

United Capital Management of Kansas is a team-based registered investment adviser that serves individuals (including high-net-worth clients), trusts, estates, corporations and retirement plans, and also acts as a sub-adviser and manager of pooled vehicles. Its services include financial planning, discretionary and non‑discretionary portfolio management, fiduciary retirement-plan consulting and management through PCS Planning Services, estate‑planning support via the Gentreo platform, and private fund management.

The firm describes an active, research-driven approach that constructs diversified portfolios from equities, fixed income, ETFs and, when appropriate, alternative exposures (including private placements and digital‑asset–related instruments); portfolios and held‑away accounts are reviewed regularly and reporting is provided on a calendar basis. United Capital Management also implements held‑away account management using a third‑party ADP platform and provides tailored advice and implementation consistent with each client’s objectives.

Noteworthy distinctions disclosed in the brochure include an affiliated trust‑marketing entity that refers clients to National Advisors Trust (with a disclosed ownership interest) and the firm’s role as general partner and investment manager of the Red Neck Yacht Fund, LP — a private pooled vehicle that may employ derivatives and digital‑asset exposures and that is charged performance‑based fees. The firm’s materials disclose these relationships and the potential conflicts (for example, performance‑fee incentives and referral/affiliation interests) and describe procedures it uses to address and mitigate those conflicts.

Client services

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

Expertise

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

Occupation focus

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

Main office

See office

227 North Santa Fe

Salina KS 67401

Advisors at this office

22

Most active in

Arizona · California · Colorado · Florida · Georgia · Kansas · Michigan · Missouri · Nebraska · North Carolina · Oklahoma · Tennessee · Texas · Wisconsin

Also doing business as

United Capital Management · United Capital Management Of Kansas, Inc.

Disclosures

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

Business activities & affiliations

Advisors at this firm

user avatar

Manuel O

Series 65

Nashville, TN

United Capital Management Of Kansas, Inc.

Manuel Otero is a financial advisor at United Capital Management of Kansas, Inc. with a Series 65 credential. He has eight years of prior experience at Pinnacle Financial Partners and has been with United Capital Management since 2024. 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 construct diversified portfolios across multiple asset classes and provides services including financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

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

Miller B

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Miller Barnett is a financial advisor at United Capital Management of Kansas, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in a variety of roles including positions at Office Depot, UT Chattanooga, and Barnett Farms. United Capital Management of Kansas serves individuals, trusts, estates, corporations, and retirement plans with a team-based approach. The firm offers financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management, employing an active, research-driven strategy utilizing equities, fixed income, ETFs, and alternative exposures.

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

Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Christopher Tripe is a Series 66-credentialed advisor at United Capital Management of Kansas, Inc. in Salina, KS, with 14 years of industry experience. He has worked with United Capital Insurance, StoneX Securities Inc., and Waddell & Reed. Outside of finance, he serves as Vice President of the Alma Chamber of Commerce and is involved in promoting business development in Alma, Nebraska. 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 portfolio construction, offering financial planning, discretionary and non-discretionary management, fiduciary consulting, estate-planning support, and private fund management.

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

CFP®, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Jerad Busch is a CFP® with 18 years of experience, currently serving as a financial advisor at United Capital Management of Kansas, Inc. He has held multiple roles within affiliated United Capital entities since 2013. Outside of his advisory work, Busch is chairman of the Dodge City Community College Foundation board. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios and provides a range of services including financial planning, portfolio management, retirement-plan consulting, estate-planning support, and private fund management.

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

Series 65

Norton, KS

United Capital Management Of Kansas, Inc.

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.

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

Nathan W

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Nathan Weigel is a financial advisor with United Capital Management of Kansas, Inc. based in Salina, KS. He holds a Series 65 credential and has four years of industry experience. Prior to his current role at United Capital Management, he worked in marketing and insurance, and he also officiates basketball in his community. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach, offering financial planning, portfolio management, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

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

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Ronald Ward is a financial advisor at United Capital Management of Kansas, Inc. with five years of industry experience. He holds a Series 65 credential and has held leadership roles in multiple businesses, including insurance and payroll service providers. Outside of advisory work, he is president and majority owner of Paradigm Engineers and Constructors, an architectural and engineering firm. United Capital Management of Kansas operates as a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to portfolio management, offering diversified investments across equities, fixed income, ETFs, and alternative assets, along with comprehensive financial planning and fiduciary retirement-plan consulting.

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

Landen A

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Landen Allen is a financial advisor with United Capital Management of Kansas, Inc., holding a Series 65 credential and one year of industry experience. His career includes roles at Kasa Controls and Frisbie Construction, as well as nearly a decade at Allen Lawn Service. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm uses a research-driven approach to build diversified portfolios across equities, fixed income, ETFs, and alternative assets, providing comprehensive financial planning, fiduciary services, and private fund management.

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

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Chad Koehn is a financial advisor with United Capital Management Of Kansas, Inc., holding Series 63 and Series 65 licenses and possessing 34 years of industry experience. He has been with United Capital Management Of Kansas since 2004, with overlapping tenure at Sterne Agee Financial Services, Inc. from 2004 to 2020. Outside of his advisory role, he is involved in managing an event venue and operates an agricultural business. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven investment approach that includes diversified portfolios of equities, fixed income, ETFs, and alternative assets, and it provides comprehensive financial planning and fiduciary consulting services.

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

Series 63, Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Jared Schamberger is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 65 registrations and bringing 13 years of industry experience. He has worked at United Capital Management of Kansas since 2013 and is also involved with United Capital Insurance, LLC. Outside of his advisory work, he assists with farm labor on his family farm. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm takes an active, research-driven approach to constructing diversified portfolios, offering financial planning, portfolio management, fiduciary retirement-plan consulting, and private fund management among its services.

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

Series 63, Series 65, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Mark Halpin is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at United Capital Management of Kansas since 2019 and has operated MJH Insurance & Financial Services, Inc., an independent insurance agency, as its president since 1999. Halpin also serves as a trust relationship manager for National Advisors Trust Company, FSB. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm employs an active, research-driven approach to constructing diversified portfolios across various asset classes and provides a range of services including financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

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

Series 63, Series 66

Salina, KS

United Capital Management Of Kansas, Inc.

Shannon Benish is a financial advisor at United Capital Management of Kansas, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at StoneX Securities Inc, Cetera Advisor Networks, CWM, LLC, and Linsco Private Ledger. Outside of her advising role, she is an author and publisher with Rebel Redd Books and contributes written articles to 30seconds.com. She also serves as secretary for Boy Scout Troop #162. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans. The firm utilizes a research-driven approach to build diversified portfolios across equities, fixed income, ETFs, and alternative investments, offering financial planning, portfolio management, fiduciary retirement-plan consulting, and estate-planning support.

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

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Cole Graham is a financial advisor with United Capital Management of Kansas, Inc. He holds a Series 65 designation and has two years of industry experience. His prior work includes roles at Greater Salina Community Foundation and KW Integrity, as well as a long tenure at The Mortgage Company. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, offering financial planning, portfolio management, fiduciary consulting, and private fund management. The firm employs an active, research-driven approach to construct diversified portfolios that may include equities, fixed income, ETFs, and alternative exposures.

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

Series 63, Series 66

Wichita, KS

United Capital Management Of Kansas, Inc.

Raymond Haskell is a financial advisor with United Capital Management of Kansas, Inc., holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked with firms including StoneX Securities Inc, Cambridge Investment Research Inc, and Producers Financial Network, LLC. Haskell is also president of Haskell Financial Group LLC, which manages investment-related business operations. United Capital Management of Kansas is a team-based registered investment adviser serving individuals, trusts, estates, corporations, and retirement plans, as well as managing pooled vehicles. The firm uses an active, research-driven approach to construct diversified portfolios across multiple asset classes and provides both discretionary and non-discretionary portfolio management along with fiduciary retirement-plan consulting and estate-planning support.

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

Series 65

Salina, KS

United Capital Management Of Kansas, Inc.

Candice Graham is a financial advisor at United Capital Management of Kansas, Inc., holding a Series 65 credential with nine years of industry experience. She worked at V Wealth Advisors LLC from 2013 to 2020 before joining her current firm. In addition to her advisory role, Graham is involved in insurance sales, focusing on life, health, annuity, and long-term care products. 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 construct diversified portfolios across various asset classes and provides financial planning, fiduciary retirement-plan consulting, estate-planning support, and private fund management.

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