NW
Nathan Weigel
UNITED CAPITAL MANAGEMENT OF KANSAS
Salina, KS 67401
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CRD#: 7336904
NW
Professional summary
Nathan Weigel is a registered financial advisor currently at UNITED CAPITAL MANAGEMENT OF KANSAS, INC. located in Salina, Kansas.
Nathan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2022. Nathan has worked at 1 firm and has passed the Series 65 exam.
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) Nathan Weigel Reffing - Officiate Basketball, 12 hours devoted to business per month. 2)United Capital Management of Kansas Inc. Investment related Investment Consultant/Registered Rep Meeting with clients and providing investment recommendations. Start date - 01/2021 Approximately 180 hours a month on this OBA with 6 during market hours. 3) United Capital Trust Inc. 104 E Iron Ave. Salina, KS 67401 Nature of Business: Trust Relationship Manager Investment Related: Non-Investment Related Title: Investment Consultant Duties:Trust Services Start Date:01/2021 Approximate Hours Devoted to Business: 20 Approximate Hours Devoted to Business during Market Hours: 1 4) Insurance Agent, Nature of Business - Insurance Agency Is Investment Related Position - Insurance Agent Duties - Meeting with clients to provide insurance and investment recommendations. Start date - 01/2021 Approximately 30 hours on this OBA monthly with 1 during market hours.
CRS (Client Relationship Summary) - RIA
Click below to view Nathan Weigel'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
January 10, 2022 - Present
UNITED CAPITAL MANAGEMENT OF KANSAS, INC.
Office #1: 227 North Santa Fe, Salina, KS 67401RIA
CRD#: 157755
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(1/10/2022)
IAR
Texas(5/20/2025)
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.
