Mark Joseph Halpin
Investment adviser representative at United Capital Management of Kansas, Inc.
27 yearsExperience
2 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
27 years in the industry.
- United Capital Management of Kansas, Inc.May 2019 to now
- Sa Stone Wealth Management IncMay 2019 to now
- Mjh Insurance & Financial Services, Inc.Apr 1999 to now
- Royal Alliance Associates, Inc.Nov 2018 to May 2019
- Signator Investors, Inc.Dec 2015 to Nov 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2003
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (KS, 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
- 2763503
- Firm CRD
- 157755