Shannon
Benish
United Capital Management Of Kansas, Inc
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About this Advisor
Shannon Benish is a financial advisor based in Salina, Kansas, working with United Capital Management Of Kansas, Inc. Shannon has previously held positions at Cwm, LLC, Cetera Advisor Networks, United Capital Management Of Kansas, Inc, Stonex Securities Inc, and Linsco Private Ledger. Shannon has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Kansas. Currently, Shannon is part of United Capital Management Of Kansas, Inc, which operates out of Salina, Kansas. The firm has 7 offices and 31 employees. The firm manages assets totaling $459.8 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, and educational seminars. The fee structure at United Capital Management Of Kansas, Inc includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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United Capital Management Of Kansas, Inc Brokerage Details
$459,772,246
31
2,290
$200,774
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Educational seminars/workshops
Shannon Benish Work History
United Capital Management Of Kansas, Inc
Stonex Securities Inc
Cwm, LLC
Cetera Advisor Networks
Linsco Private Ledger
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
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