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Elisha Diane Friess

Investment Adviser Representative at United Capital Management OF Kansas, Inc.

Dodge City, KSCRD #8008057Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Elisha Diane Friess is an investment adviser representative with United Capital Management of Kansas, Inc. in Dodge City, KS, where they have been registered since 2026, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Kansas.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/17/2026

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

United Capital Management OF Kansas, Inc.Current
4/17/2026 – Dodge City, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. United Capital Management OF Kansas, Inc.
    Nov 2024 – no end date reportedDodge City, KS
  2. US BANK
    Mar 2022 – Nov 2024Windsor, CO
  3. Guaranteed RATE, Inc.
    Apr 2021 – Jun 2021Goodyear, AZ
  4. Unemployed
    Jun 2021 – Mar 2022Severance, CO
  5. Unemployed
    Oct 2015 – Apr 2021Goodyear, AZ

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)
Firm's annual rate schedule by assets
  • 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.

Investment ManagementFinancial PlanningEstate PlanningTax PlanningInsuranceCharitable GivingMedicareWealth Management
Firm areas of expertise
Investment ManagementFinancial PlanningRetirement PlanningWealth ManagementTax PlanningTax PreparationBookkeepingPayrollAccountingBusiness AdvisoryEstate Planning+7 more

Client types the firm serves

IndividualsHigh Net WorthPooled VehiclesPension/Profit SharingCharitable OrganizationsCorporations

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 profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Elisha Diane Friess 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Elisha Diane Friess (United Capital Management OF Kansas)