JB
Jerad R. Busch
UNITED CAPITAL MANAGEMENT OF KANSAS
Dodge City, KS 67801
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CRD#: 5495374
JB
Professional summary
Jerad Ross Busch, CFP® is a registered financial advisor currently at UNITED CAPITAL MANAGEMENT OF KANSAS, INC. located in Dodge City, Kansas and STONEX SECURITIES INC. located in Dodge City, Kansas.
Jerad is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Jerad has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1)BUSINESS NAME: KOEHN-BUSCH LLC BUSINESS ADDRESS: 227 N. Santa Fe, Salina, KS 67401 NATURE OF BUSINESS: RENTAL PROPERTY INVESTMENT RELATED? NON-INVESTMENT RELATED BUSINESS POSITION, TITLE OR ASSOCIATION: SHAREHOLDER BUSINESS DUTIES: SHAREHOLDER/PROPERTY MANAGER BUSINESS START DATE: 10.1.2014 APPROXIMATE HOURS DEVOTED TO BUSINESS: 20 HOURS/MONTH APPROXIMATE HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 5 HOURS/MONTH 2)BUSINESS NAME: DODGE CITY COMMUNITY COLLEGE FOUNDATION BUSINESS ADDRESS: 2501 N 14TH AVE DODGE CITY, KS 67801 NATURE OF BUSINESS: COMMUNITY COLLEGE FOUNDATION INVESTMENT RELATED? NON-INVESTMENT RELATED BUSINESS POSITION, TITLE OR ASSOCIATION: CHAIRMAN BUSINESS DUTIES: CHAIRMAN/CALLING MEETINGS & APPOINTING COMMITTEES - VOTING BOARD MEMBER BUSINESS START DATE: 6.1.2013 APPROXIMATE HOURS DEVOTED TO BUSINESS: 10 HOURS/MONTH APPROXIMATE HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 10 HOURS/MONTH 3) United Capital Management, Inc. - 227 N Santa Fe, Salina, KS 67401 Nature of Business: RIA Investment Related: Yes Business Position: Partner Business Duties: Minority Shareholder Business Start Date: 01/01/2023 Approximately five hours spent on this OBA with five spent during market hours monthly. 4) Koplottschambusch, LLC. - 227 N Santa Fe, Salina, KS 67401 Nature of Business: Real Estate Investment Related: No Business Position: Partner Business Duties: Partner Business Start Date: 08/14/2023 Zero hours spent on this OBA monthly
CRS (Client Relationship Summary) - RIA
Click below to view Jerad Ross Busch's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2012
Experience
Current
January 9, 2014 - Present
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Office #1: 2010 Central Avenue, Dodge City, KS 67801RIA
CRD#: 157755
Dodge City, KS
Current
December 11, 2013 - Present
STONEX SECURITIES INC.
Office #1: 2010 Central Ave Suite A, Dodge City, KS 67801BD
CRD#: 18456
Dodge City, KS
Past
March 28, 2013 - September 19, 2013
FINTEGRA, LLC
RIA
CRD#: 16741
DODGE CITY, KS
Past
July 30, 2008 - December 31, 2012
FINTEGRA, LLC
RIA
CRD#: 16741
DODGE CITY, KS
Past
July 15, 2008 - September 19, 2013
FINTEGRA, LLC
BD
CRD#: 16741
DODGE CITY, KS
Past
April 25, 2008 - July 14, 2008
WADDELL & REED
BD
CRD#: 866
DODGE CITY, KS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UC
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD#: 157755 / SEC#: 801-80159
RIA
Registered Investment Advisory firm - (8/11/2014 Approved)Kansas
Registered Investment Advisory firm - (8/15/2014 Terminated)Texas
Registered Investment Advisory firm - (8/15/2014 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(9/29/2021)
RR
Colorado(12/11/2013)
RR
Iowa(6/21/2017)
RR
Kansas(12/11/2013)
IAR
Kansas(1/9/2014)
RR
Minnesota(3/24/2020)
RR
Mississippi(2/10/2025)
RR
Missouri(9/15/2017)
RR
Nebraska(7/14/2025)
RR
Oklahoma(9/29/2017)
RR
Pennsylvania(11/21/2014)
RR
Texas(6/11/2014)
IAR
Texas(1/5/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UC
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD#: 157755 / SEC#: 801-80159
RIA
Registered Investment Advisory firm - (8/11/2014 Approved)Kansas
Registered Investment Advisory firm - (8/15/2014 Terminated)Texas
Registered Investment Advisory firm - (8/15/2014 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
227 North Santa Fe, Salina, KS 67401
Mailing Address
Phone number
(785) 823-7900
Established
Firm type
Fiscal year end
# of Employees
35
SEC notice filing (12 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,837 |
| AUM (Assets Under Management) | $ 669,663,839 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
