Raymond
Haskell
United Capital Management Of Kansas, Inc
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About this Advisor
Raymond Haskell is a financial advisor working out of Wichita, Kansas with 6 years of relevant experience. Haskell is on the advisory team at United Capital Management Of Kansas, Inc. During their career, Haskell has held roles at New York Life Insurance Company, Nylife Securities LLC, United Planners' Financial Services, Haskell Financial Group LLC, Chew & Lee Financial, Strategic Partners Financial Group, Cambridge Investment Research Inc, United Capital Management Of Kansas, Inc, Sterne Agee Financial Services, Inc and Producers Financial Network, LLC. Haskell has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is approved to serve investors in Kansas and Texas. United Capital Management Of Kansas, Inc is an advisory business based in Salina, KS. The company has offices in seven locations and a total of 30 financial advisors. It handles $305 million in assets under management among its 2,218 client accounts, placing it among the mid-sized firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 2,218 accounts, 19% are held by high-net-worth investors who have at least $1 million in assets available to invest. The firm has a wide range 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 charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged 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
Raymond Haskell Work History
Raymond has been registered as a financial advisor for 6 years.*
United Capital Management Of Kansas, Inc
Sterne Agee Financial Services, Inc
Haskell Financial Group LLC
Chew & Lee Financial
Producers Financial Network, LLC
United Planners' Financial Services
Strategic Partners Financial Group
Cambridge Investment Research Inc
New York Life Insurance Company
Nylife Securities LLC
*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 Raymond Haskell 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
Wichita, 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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