Shannon
Benish
United Capital Management Of Kansas, Inc
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About this Advisor
Shannon Benish is a financial advisor who works out of Salina, Kansas with a total of 4 years of relevant experience. Benish is an advisor for United Capital Management Of Kansas, Inc. Over the course of their career, they have held roles at Cwm, LLC, Cetera Advisor Networks, United Capital Management Of Kansas, Inc, Sa Stone Wealth Management and Linsco Private Ledger. Benish holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is able to serve investors in Kansas. United Capital Management Of Kansas, Inc is a financial advisory firm that has its headquarters in Salina, KS. The firm has offices in seven locations and a total of 30 people on staff. It controls $305 million in assets under management among its 2,218 accounts, making it one of the mid-sized financial advisory firms in the country by assets under management. The firm serves 12 charities and foundations. Of its 2,218 customer accounts, 19% belong to high-net-worth individuals who have more than $1 million in assets. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and educational seminars. A financial advisor's fee schedules are based on the financial services. 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
Shannon Benish Work History
Shannon has been registered as a financial advisor for 4 years.*
United Capital Management Of Kansas, Inc
Sa Stone Wealth Management
Cwm, LLC
Cetera Advisor Networks
Linsco Private Ledger
*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 Shannon Benish 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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