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Owner · United Capital Management of Kansas, Inc.

Chad M. Koehn

CRD 2216169 · Named on Form ADV at one SEC-registered adviser

At a glance

United Capital Management of Kansas, Inc., an SEC-registered wealth manager based in Salina, KS with $885 million in regulatory assets, lists Chad M. Koehn on its Form ADV as Owner, a control person.

Firms and roles

AtlasMembers

Chad’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

  • Ryan J. KolzowChief Operating Officer, United Capital Management of Kansas, Inc.
  • Jerad R. BuschOwner, United Capital Management of Kansas, Inc.
  • Erica A JensenDirector of Client Services, United Capital Management of Kansas, Inc.
  • Douglas M. PalencharChief Compliance Officer, United Capital Management of Kansas, Inc.

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Chad’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.