Alan E. Jilka
UNITED CAPITAL MANAGEMENT OF KANSAS
Salina, KS 67401
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CRD#: 6189801
Professional summary
Alan Edward Jilka, CFP® is a registered financial advisor currently at UNITED CAPITAL MANAGEMENT OF KANSAS, INC. located in Salina, Kansas.
Alan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2013. Alan has worked at 2 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. MUSICAL PERFORMER; SINGING AND GUITAR PERFORMANCE; NON-INVESTMENT RELATED; BOOKS EVENTS AND PERFORMS; 03/01/2013; 3 HOURS PER MONTH; 1 HR DURING MARKET HOURS. 2. UNITED CAPITAL MANAGEMENT RIA; 104 EAST IRON SALINA, KS. 67401; LOCATE, CULTIVATE, AND BRING CLIENTS TO THE RIA; INVESTMENT RELATED; 08/31/2013; 160 HOURS PER MONTH; 6 1/2 DURING MARKET HOURS. 3. UNITED CAPITAL MANAGEMENT D/B/A| 104 EAST IRON SALINA KS. 67401| NATURE OF BUSINESS: INVESTMENTS| YES INVESTMENT RELATED| INVESTMENT CONSULTANT| DUTIES: MARKETING UNITED CAPITAL MANAGEMENT TO PROSPECTIVE CLIENTS| START DATE:07/31/2013| HOURS DEVOTED TO BUSINESS: 40 HR/MONTH| HOURS DEVOTED TO BUSINESS DURING MARKET HOURS: 6.5 4.UNITED CAPITAL INSURANCE LLC; 104 E. IRON, SALINA KS 67401; SOLICIT AND SELL INSURANCE PRODUCTS; INVESTMENT RELATED; 08/21/2013; 10 SPENT PER MONTH; 30 MINS. SPENT DAILY DURING MARKET HOURS
CRS (Client Relationship Summary) - RIA
Click below to view Alan Edward Jilka'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: 2022
Experience
Current
September 30, 2013 - Present
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Office #1: 227 North Santa Fe, Salina, KS 67401RIA
CRD#: 157755
Salina, KS
Past
June 21, 2013 - June 6, 2025
STONEX SECURITIES INC.
BD
CRD#: 18456
SALINA, 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.Highlighted states indicate IAR registrations
IAR
Kansas(9/30/2013)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
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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Company Information
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
CRD#: 157755Salina, KS 67401TRUST BUT VERIFY
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