Chad Mitchell Koehn
Investment adviser representative at United Capital Management of Kansas, Inc.
30 yearsExperience
3 statesRegistered in
$884.8MFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
30 years in the industry.
- United Capital Management of Kansas, Inc.Jan 2004 to now
- Various Insurance CarriersApr 1992 to now
- Sterne Agee Financial Services, IncJan 2004 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2005
State registrations
Registered as an investment adviser representative in 3 states (KS, TN, TX).
United Capital Management of Kansas, Inc.
$884.8MAssets managed
1,655Clients
26Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2216169
- Firm CRD
- 157755