Candice Schultz, financial advisor Salina KS

Candice Schultz

CRD Number: 6160801
Current Firm: United Capital Management Of Kansas, Inc.

Candice Schultz (CRD# 6160801) is an Investment Advisor Representative working at United Capital Management Of Kansas, Inc. in Salina, KS and has over 8 years of experience in the finance industry.

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United Capital Management Of Kansas, Inc.
Company Name Location Dates Years
United Capital Management Of Kansas, Inc. Salina, KS Nov 2020 - Current 3
V Wealth Advisors LLC Wichita, KS Jan 2013 - Nov 2020 7
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2015
Contact Info for Candice Schultz
Phone Number: 785-823-7900
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    305
    MILLIONS
  • Total Number of Accounts
    2,218
    ACCOUNTS
  • Average Account Value
    $137,348
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States

CA, CO, FL, KS, MO, NE, OK, TX

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