AdvisorOS Directory
Claim Profile
Unclaimed Profile
CK

Chad Mitchell Koehn

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Chad Mitchell Koehn · SALINA, KS
Registration
CRD #2216169 · UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Brand Profile
Not yet started
Disclosure history
1 disclosure on file · See FINRA BrokerCheck for full record
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
Introduction

Speak with Chad

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Chad is the right fit? Take our 2-minute quiz →

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
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
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 at UNITED CAPITAL MANAGEMENT OF KANSAS, INC.

Jerad Ross Busch
SALINA, KS
Ryan Jay Kolzow
SALINA, KS

More Advisors in SALINA, Kansas

Stephen Carl Miller
ROCKY MOUNTAIN ADVISERS, LLC·SALINA, KS
Jack Mace Schwartz
IRON STREET RESEARCH, INC.·SALINA, KS
Joel Walter Looney
ROCKY MOUNTAIN ADVISERS, LLC·SALINA, KS
Lee Melvin Harp
IRON STREET RESEARCH, INC.·SALINA, KS
Nicole Larraine Murphey
ROCKY MOUNTAIN ADVISERS, LLC·SALINA, KS
Janis M Hamman
TC ADVISORS LTD.·SALINA, KS

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LAWRENCE (30)LENEXA (30)PRAIRIE VILLAGE (26)MISSION WOODS (18)MERRIAM (17)MISSION (12)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Request removal of this profile