Tanner
Jackman
United Capital Management Of Kansas, Inc
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About this Advisor
Tanner Jackman is a financial advisor working out of Salina, Kansas with 2 years of relevant experience. Jackman is an advisor for United Capital Management Of Kansas, Inc. Their career trajectory has included roles at Self Employed Rodeo Participant, Full Time Student, United Capital Trust Inc, United Capital Insurance and United Capital Management Of Kansas, Inc. Jackman has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to operate in Kansas. United Capital Management Of Kansas, Inc is a firm that has its headquarters in Salina, KS. The investment advisory business has offices in seven locations and a total of 30 financial advisors. It controls $305 million in assets under management across its 2,218 customer accounts, making it one of 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 clients who have greater than $1 million in assets. United Capital Management Of Kansas, Inc has a number 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 typically 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
Tanner Jackman Work History
Tanner has been registered as a financial advisor for 2 years.*
United Capital Insurance
United Capital Trust Inc
United Capital Management Of Kansas, Inc
Self Employed Rodeo Participant
United Capital Insurance
Full Time Student
*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 Tanner Jackman 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
