Jerad Busch
Jerad Busch is a CFP-designated registered investment advisor at United Capital Management of Kansas, INC., based in Salina, KS, with 17 years of industry experience. Jerad operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management. Their firm serves 1,366 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
UCMK charges a percentage of your portfolio annually for investment management, billed monthly in advance. The exact fee is negotiable, ranging from 0.75% to 2.5% depending on your financial situation, the amount you invest, and the complexity of services. There is a minimum account size of $5,000, which can be waived. There is also an overriding minimum fee of $50 per account on an annual basis. Brokerage commissions and transaction fees are billed separately.
Location
227 North Santa Fe, Salina, KS, 67401
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Jerad is a shareholder and property manager for Koehn-Busch LLC, dedicating about 10-20% of his time, and chairman of the Dodge City Community College Foundation, spending a few hours per week. He is also a minority shareholder in United Capital Management, Inc. and a partner in Koplottschambusch, LLC, spending minimal time on the latter.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Stonex Securities INC.Broker
Previous Registrations
Fintegra Financial Solutions
Fintegra Financial Solutions
Fintegra, LLCBroker
Waddell & Reed, INC.Broker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.