Steven Plott (CRD# 6773161) is an Investment Advisor Representative working at United Capital Management Of Kansas, Inc. in Salina, KS and has over 6 years 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 |
|---|---|---|---|
| Ucm Fund Advisors, LLC | Salina, KS | Mar 2024 - Current | < 1 |
| United Capital Management Of Kansas, Inc. | Salina, KS | Dec 2021 - Current | 2 |
| United Capital Insurance | Salina, KS | Mar 2017 - Current | 7 |
| United Capital Trust, Inc. | Salina, KS | Mar 2017 - Current | 7 |
| United Capital Management Of Kansas, Inc. | Salina, KS | Mar 2017 - Dec 2021 | 4 |
| Sunflower Bank, N.a | Salina, KS | May 2014 - Mar 2017 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Apr 2018 |
- KS
-
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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