BB
Bradley W. Blew
UNITED CAPITAL MANAGEMENT OF KANSAS
Norton, KS 67654
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CRD#: 7050320
BB
Professional summary
Bradley Wayne Blew is a registered financial advisor currently at UNITED CAPITAL MANAGEMENT OF KANSAS, INC. located in Norton, Kansas.
Bradley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Bradley has worked at 2 firms and has passed the Series 63, Series 65, Series 7TO and SIE 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) United Capital Management RIA 104 E. Iron Ave Salina, KS 67401 Nature of Business: Investment Consultant for Registered Investment Advisory Investment Related: Yes Title: Investment Consultant Duties: Introduce clients to the RIA system Start Date: 11/09/2018 Approximate Hours Devoted to Business: 40 Approximate Hours Devoted to Business during Market Hours: 5 2) United Capital Insurance 104 E. Iron Ave Salina, KS 67401 Nature of Business: Life/Health Insurance Agent Investment Related: No Title: Investment Insurance Agent Duties: Sell Insurance Products Start Date: 11/09/2018 Approximate Hours Devoted to Business: 20 Approximate Hours Devoted to Business during Market Hours: 1 3) United Capital Trust Inc. 104 E. Iron Ave Salina, KS 67401 Nature of Business: Trust Relationship Manager for National Advisors Trust Company, FSB Investment Related: Yes Title: Trust Relationship Manager Duties: Trust Representative Office for NATC Start Date: 11/09/2018 Approximate Hours Devoted to Business: 40 Approximate Hours Devoted to Business during Market Hours: 1 4) Kansas State High School Activities Association 601 SW Commerce Place Topeka, KS 66615 Nature of Business: Officiating Wrestling Investment Related: No Title: Wrestling Referee Duties: Officiating wrestling Start Date: 12/01/2014 Approximate Hours Devoted to Business: 20 hours per month December-February Approximate Hours Devoted to Business during Market Hours: 0 6) UNITED CAPITAL MANAGEMENT, REGISTERED REP, RI-46/ST-02 115 N. KANSAS, NORTON, KS 67654 NATURE OF BUSINESS: NOTARIZE DOCUMENTS INVESTMENT RELATED: NO BUSINESS POSITION, TITLE OR ASSOCIATION: NOTARY PUBLIC BUSINESS DUTIES: NOTARIZE DOCUMENTS BUSINESS START DATE: 01/23/2021 APPROXIMATELY ONE HOUR SPENT ON THIS OBA MONTHLY WITH ZERO DURING MARKET HOURS. 7) Wild Turkey Properties, LLC - 875 3rd St, Phillipsburg, KS 67661 Nature of Business: Ownership in commercial property. Investment Related: No Business Position: Owner Business Duties: Own/manage commercial building Business Start Date: 08/02/2023 Approximately five hours spent on this OBA monthly, with zero during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Bradley Wayne Blew'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®
NoneExperience
Current
February 1, 2019 - Present
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Office #1: 115 N. Kansas, Norton, KS 67654RIA
CRD#: 157755
Norton, KS
Past
April 18, 2019 - December 17, 2024
STONEX SECURITIES INC.
BD
CRD#: 18456
NORTON, 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(2/1/2019)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2019
General Securities Representative ExaminationGeneral 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#: 157755Norton, KS 67654TRUST BUT VERIFY
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