AdvisorOS Directory
Claim Profile
CK

Chad Mitchell Koehn

UNITED CAPITAL MANAGEMENT OF KANSAS, INC.·SALINA, Kansas
Unclaimed Profile
227 NORTH SANTA FE, SALINA, KS 67401CRD# 2216169Firm CRD# 157755
01

About

Chad Mitchell Koehn is a registered financial advisor based in SALINA, Kansas, affiliated with UNITED CAPITAL MANAGEMENT OF KANSAS, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
AUM
$460M
Regulatory assets under management
Employees
31
Total firm employees
View all advisors at UNITED CAPITAL MANAGEMENT OF KANSAS, INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Performance-based fees
Regulatory
SEC/IARD CRD# 2216169
Firm CRD# 157755
1 disclosure on file
View on FINRA BrokerCheck →

Looking for a financial advisor in SALINA?

Browse all registered financial advisors in SALINA, Kansas or claim this profile if it's yours.

Browse SALINA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Chad Mitchell Koehn offer?
Chad Mitchell Koehn specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SALINA, Kansas for a consultation.
What are Chad Mitchell Koehn's credentials?
Chad Mitchell Koehn is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Mitchell Koehn located?
Chad Mitchell Koehn is based in SALINA, Kansas, working with UNITED CAPITAL MANAGEMENT OF KANSAS, INC.. Their office serves clients in the SALINA metropolitan area and surrounding communities.
How does Chad Mitchell Koehn charge for services?
Chad Mitchell Koehn's firm is compensated through percentage of aum, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is UNITED CAPITAL MANAGEMENT OF KANSAS, INC.?
UNITED CAPITAL MANAGEMENT OF KANSAS, INC. has approximately 31 employees and manages $460M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in SALINA
Stewart Ralph Horejsi — ROCKY MOUNTAIN ADVISERS, LLCNicole Larraine Murphey — ROCKY MOUNTAIN ADVISERS, LLCJoel Walter Looney — ROCKY MOUNTAIN ADVISERS, LLCJack Mace Schwartz — IRON STREET RESEARCH, INC.Stephen Carl Miller — ROCKY MOUNTAIN ADVISERS, LLC
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LENEXA (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLENEXA Guide
Research
Advisor Fees in KansasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile