Jerad Busch, financial advisor Salina KS

Jerad Busch

CRD Number: 5495374
Current Firm: United Capital Management Of Kansas, Inc.

Jerad Busch (CRD# 5495374) is an Investment Advisor Representative working at United Capital Management Of Kansas, Inc. in Salina, KS and has over 15 years of experience in the finance industry. Jerad Busch has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
United Capital Insurance, LLC Salina, KS Jun 2015 - Current 8
United Capital Trust Inc. Salina, KS Nov 2014 - Current 9
United Capital Management Of Ks, Inc - Ria Dodge City, KS Jan 2014 - Current 10
Stonex Securities Inc. Dodge City, KS Dec 2013 - Current 10
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2008
Contact Info for Jerad R. Busch
Phone Number: 785-823-7900
Registered State(s):
  • KS
  • TX
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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