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Alan Edward Jilka

United Capital Management OF Kansas, Inc.

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About Alan Edward Jilka

Alan Edward Jilka is an investment advisor representative registered with United Capital Management of Kansas, Inc., a registered investment advisor based in Salina, Kansas. Alan has been in the financial services industry since June 2013 and holds the Series 66, Series 7 and SIE licenses. Alan is a Certified Financial Planner® professional. Alan focuses on providing financial planning and portfolio management services for individuals, businesses, corporations, and charitable organizations. Alan also provides investment advice to pooled investment vehicles.

Firm Information

Alan Jilka is currently registered with United Capital Management OF Kansas, Inc.. United Capital Management OF Kansas, Inc. is an investment advisor based in Salina, KS. The firm provides financial planning, pension consulting, and educational seminars. It manages portfolios for individuals, businesses, and pooled investment vehicles. United Capital Management OF Kansas, Inc. has over 459 million in regulatory assets under management.
United Capital Management OF Kansas, Inc.

227 NORTH SANTA FE

SALINA, KS 67401

$459.77M

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Alan Jilka’s Registration & Firm History

KS

09/30/2013 - Present

United Capital Management OF Kansas, Inc. (SALINA KS)

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Licenses & Designations

BOTH

Issued 07/31/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/21/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Alan Edward Jilka.
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