Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Cole? Claim Your ProfileCole Matthew Graham is an investment advisor representative associated with United Capital Management Of Kansas, Inc. located in Salina, KS. Cole Graham is registered with the state of Kansas and has been in the industry since 2023. Cole Graham's firm, United Capital Management Of Kansas, Inc., has been in operation since 2006 and provides services such as financial planning, pension consulting, educational seminars, portfolio management for businesses, portfolio management for individuals, and portfolio management for pooled investment vehicles.
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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KS
12/05/2023 - Present
United Capital Management OF Kansas, Inc. (SALINA KS)
IA
Issued 11/30/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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