Director of Client Services · United Capital Management of Kansas, Inc.
Erica A Jensen
CRD 6014379 · 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 Erica A Jensen on its Form ADV as Director of Client Services, a control person.
Firms and roles
- United Capital Management of Kansas, Inc.Director of Client ServicesWealth manager · Salina, KS · $885M in regulatory assets
AtlasMembers
Erica’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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Colleagues named on the same filings
- Chad M. KoehnOwner, United Capital Management of Kansas, Inc.
- Ryan J. KolzowChief Operating Officer, United Capital Management of Kansas, Inc.
- Jerad R. BuschOwner, 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 Erica’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.