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Alan Edward Jilka

Investment adviser representative at United Capital Management of Kansas, Inc.
13 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$884.8MFirm assets

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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

13 years in the industry.

  1. United Capital Management of Kansas, Inc.Sep 2013 to now
  2. United Capital Management of Ks, IncSep 2013 to now
  3. United Capital Management of Ks, Inc - RiaSep 2013 to now
  4. Stonex Securities IncJun 2013 to May 2025

Designations

  • CFP® certification

Exams passed

  • Series 66 · Uniform Combined State Law2013

State registrations

Registered as an investment adviser representative in 1 state (KS).

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
6189801
Firm CRD
157755
Advisor's SEC record (opens in a new tab)
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