Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Chad? Claim Your ProfileChad Koehn is an investment advisor representative who has been in the industry since 1992. Chad has a strong background in financial services with experience at Waddell & Reed, Inc. and SA Stone Wealth Management Inc. Chad is currently registered with United Capital Management OF Kansas, Inc. as an Investment Advisor Representative. Chad has a wide range of experience, and is well-equipped to advise individuals, families, and businesses. Chad is dedicated to helping clients achieve their financial goals.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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2
KS
02/27/2014 - Present
United Capital Management OF Kansas, Inc. (SALINA KS)
KS
01/22/2004 - 10/30/2020
SA STONE WEALTH MANAGEMENT INC. (SALINA KS)
KS
03/23/1992 - 01/26/2004
WADDELL & REED, INC. (OVERLAND PARK KS)
IA
Issued 05/06/2005
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/19/1992
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/03/2003
Series 7 - General Securities Representative Examination
BC
Issued 03/19/1992
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
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