Joshua Lawrence Weiser
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.
Joshua Lawrence Weiser is an investment adviser representative with United Capital Management of Kansas, Inc. in Olathe, KS, where they have been registered since 2025, the year they entered the securities industry. They have passed 2 industry qualification exams, including the Series 65 (investment adviser). They are registered to provide investment advice in Kansas.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Kansas
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.
- United Capital Management OF Kansas, Inc.Apr 2025 – no end date reportedOlathe, KS
- Security BANK OF KansasSep 2024 – Feb 2025Leawood, KS
- Sunder EnergyJun 2024 – Aug 2024Kansas City, KS
- United Capital Management OF Kansas, Inc.Dec 2023 – Jan 2024Olathe, KS
- United Capital Management OF Kansas, Inc.May 2023 – Aug 2023Salina, KS
- BogeysJun 2018 – Jul 2018Salina, KS
- Panera BreadJun 2017 – Jul 2017Salina, KS
- N/aApr 2015 – Jun 2017N/a, KS
- N/aJul 2018 – May 2023N/a, KS
- N/aFeb 2024 – May 2024N/a, KS
- N/aSep 2023 – Nov 2023N/a, KS
- N/aJul 2017 – Jun 2018N/a, 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. Joshua Lawrence Weiser 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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