Joshua Lawrence Weiser
Investment adviser representative at United Capital Management of Kansas, Inc.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- United Capital Management of Kansas, Inc.Apr 2025 to now
- Security Bank of KansasSep 2024 to Feb 2025
- Sunder EnergyJun 2024 to Aug 2024
- N/aFeb 2024 to May 2024
- United Capital Management of Kansas, Inc.Dec 2023 to Jan 2024
- N/aSep 2023 to Nov 2023
- United Capital Management of Kansas, Inc.May 2023 to Aug 2023
- N/aJul 2018 to May 2023
- BogeysJun 2018 to Jul 2018
- N/aJul 2017 to Jun 2018
- Panera BreadJun 2017 to Jul 2017
- N/aApr 2015 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
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
- 8081365
- Firm CRD
- 157755