Mark
Halpin
United Capital Management Of Kansas, Inc
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About this Advisor
Mark Halpin is a financial advisor based out of Gardner, Kansas with 4 years of relevant experience. Halpin works at United Capital Management Of Kansas, Inc. The advisor has gained experience at Mjh Insurance & Financial Services, Inc, United Capital Management Of Kansas, Signator Investors, Inc, Royal Alliance Associates, Inc and Sa Stone Wealth Management Inc. Halpin maintains Series 63 and Series 66 licenses, which qualify them as a securities representative, and is approved to advise clients in Kansas and Texas. United Capital Management Of Kansas, Inc is a financial advisory business operating out of Salina, KS. The investment advisory business has offices in seven locations and a total of 30 advisors. It administers $305 million in total assets across its 2,218 customer accounts, placing it among the mid-sized financial advisory firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 2,218 client accounts, 19% belong to high-net-worth investors who have at least $1 million in assets available to invest. The advisory firm performs a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. Fees for financial advisory services typically vary depending on which services the firm provides the client. Fee types billed by United Capital Management Of Kansas, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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United Capital Management Of Kansas, Inc Brokerage Details
$304,638,394
30
2,218
$137,348
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Mark Halpin Work History
Mark has been registered as a financial advisor for 4 years.*
United Capital Management Of Kansas
Sa Stone Wealth Management Inc
Mjh Insurance & Financial Services, Inc
Royal Alliance Associates, Inc
Signator Investors, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Mark Halpin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at United Capital Management Of Kansas, Inc
Salina, KS
Salina, KS
Salina, KS
Salina, KS
Salina, KS
Salina, KS
Salina, KS
Salina, KS
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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