Mark Halpin (CRD# 2763503) is an Investment Advisor Representative working at United Capital Management Of Kansas, Inc. in Gardner, KS and has over 27 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| United Capital Management Of Kansas | Salina, KS | May 2019 - Current | 4 |
| Sa Stone Wealth Management Inc. | Gardner, KS | May 2019 - Current | 4 |
| Mjh Insurance & Financial Services, Inc. | Roeland Park, KS | Apr 1999 - Current | 25 |
| Royal Alliance Associates, Inc. | Gardner, KS | Nov 2018 - May 2019 | < 1 |
| Signator Investors, Inc. | Gardner, KS | Dec 2015 - Nov 2018 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jun 2023 |
| S63 | Uniform Securities State Law Examination | Jul 1996 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2003 |
- KS
- TX
-
Total Assets Under Management460MILLIONS
-
Total Number of Accounts2,290ACCOUNTS
-
Average Account Value$200,774
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Educational seminars/workshops
CA, CO, FL, KS, MI, MO, NE, OK, TX
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