Dane Branfort (CRD# 7562710) is an Investment Advisor Representative working at Creativeone Wealth, LLC in Salina, KS and has 1 year of experience in the finance industry.
CRD# 4299232
United Capital Management Of Kansas, Inc.
CRD# 6983312
Edward Jones
CRD# 7050320
United Capital Management Of Kansas, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Creativeone Wealth, LLC | Overland Park, KS | Jun 2022 - Current | 1 |
| L&l Advisors | Salina, KS | May 2022 - Current | 2 |
| Crb Builders | Kansas City, MO | Aug 2016 - Apr 2022 | 5 |
| Shafer Project Resources | Corpus Christi, TX | Mar 2015 - Jul 2016 | 1 |
| Wilson & Company | Phoenix, AZ | Aug 2006 - Mar 2015 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- KS
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Total Assets Under Management3,430MILLIONS
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Total Number of Accounts21,910ACCOUNTS
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Average Account Value$156,562
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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