Jerad Busch, financial advisor Salina KS
96 score

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 9 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.

Similar Advisors
Pamela Kohman Schneider, financial advisor Salina KS
Pamela J. Kohman Schneider
CRD# 1428380
Mwa Financial Services, Inc.
Score
103
Similar Advisors
Debra Caffrey, financial advisor Salina KS
Debra L. Caffrey
CRD# 2483695
Waddell & Reed
Score
96
Similar Advisors
Kimberly Fink, financial advisor Salina KS
Kimberly A. Fink
CRD# 4477093
Wells Fargo Clearing Services, LLC
Score
96
Professional Designations
Company Name Location Dates Years
United Capital Insurance, LLC Salina, KS Jun 2015 - Current 2
United Capital Trust Inc. Salina, KS Nov 2014 - Current 3
United Capital Management Of Ks, Inc - Ria Dodge City, KS Jan 2014 - Current 4
United Capital Management Of Ks, Inc. Dodge City, KS Jan 2014 - Current 4
Sterne Agee Financial Services, Inc. Dodge City, KS Dec 2013 - Current 4
Fintegra, LLC Minneapolis, MN Jul 2008 - Sep 2013 5
Sunflower Bank Dodge City, KS May 2004 - Sep 2013 9
Waddell & Reed, Inc. Dodge City, KS Feb 2008 - Jul 2008 < 1
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
By the Numbers
  • Total Assets Under Management
    152
    MILLIONS
  • Total Number of Accounts
    1,055
    ACCOUNTS
  • Average Account Value
    $144,115
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

CO, KS, NE, TX

Ready to hire a financial advisor? Get competitive proposals from Jerad Busch and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.