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Tanner Rees Jackman

United Capital Management OF Kansas, Inc.

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About Tanner Rees Jackman

Tanner Rees Jackman is a financial advisor with United Capital Management of Kansas, Inc. based in Salina, Kansas. Tanner is a registered investment advisor with Series 63, Series 65, Series 7TO and SIE licenses. He is also licensed to sell health and life insurance through United Capital Insurance. Tanner provides financial planning, portfolio management, and pension consulting services to individuals, businesses, corporations, and charitable organizations.

Firm Information

Tanner Jackman 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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Tanner Jackman’s Registration & Firm History

KS

08/30/2021 - Present

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

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Licenses & Designations

BC

Issued 04/23/2022

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/21/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/08/2022

Series 7TO - General Securities Representative Examination

BC

Issued 09/01/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tanner Rees Jackman.
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