Chad Mitchell Koehn
Investment Adviser Representative at United Capital Management OF Kansas, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Chad Mitchell Koehn is an investment adviser representative with United Capital Management of Kansas, Inc. in Salina, KS, where they have been registered since 2012. They have worked in the securities industry since 1992 and have been registered with 4 firms, including Sterne AGEE Asset Management, Inc. and Sterne AGEE & Leach, Inc. Capital Management. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Kansas, Tennessee, and Texas.
Office
Advisors at this office: 11
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas, Tennessee, Texas
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Various Insurance CarriersApr 1992 – no end date reportedSalina, KS
- Sterne AGEE Financial Services, IncJan 2004 – Oct 2020Great Bend, KS
- United Capital Management OF Kansas, Inc.Jan 2004 – no end date reportedSalina, KS
- United Capital Management OF Kansas, Inc.Jul 2011 – Jul 2022Salina, KS
Official records & sources
Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About United Capital Management OF Kansas, Inc.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Fixed fee
- Performance-based fees
- Firm account minimum
- $25,000 (waivable)
- Standard2.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
United Capital Management offers investment management, financial planning (retirement, taxes, college funding, long-term goals), specialized asset preservation and generational planning, tax planning and preparation, bookkeeping, payroll, accounting, business advisory services, insurance solutions (long-term care, whole-life, term-life, survivorship life, and Medicare supplement), and trust services through United Capital Trust as a Trust Representative Office of National Advisors Trust Company, FSB.
Client types the firm serves
Firm assets under management
$500M–$1B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 25
- Offices listed on AdvisorFinder:
- 9
- Main office:
- Salina, KS
- SEC file number:
- 801-80159
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 10, 2026
View full firm profileOther advisors at United Capital Management OF Kansas, Inc.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Chad Mitchell Koehn has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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