Purpose Driven Financial Planning

CONNECT

Address:

104 E. Iron
Salina, KS 67401

Phone:

785-823-7900 or 800-887-2423

Fax/Other:

785-823-7913

Careers with United Capital Group of Companies

 

WHO WE ARE

United Capital Group of Companies (UCG) of Salina, Kansas is a cooperative for financial advisors and financial professionals seeking independent status in the financial services industry. UCG can provide both the vessel and the crew to allow you to be who you want to be in your career as a financial professional. Through our affiliates, we have built a cooperative that will allow you to provide comprehensive financial planning and consulting services, RIA services, insurance services, Trust Services**, and brokerage services.

 

 

OUR METHOD

The UCM Process is specifically designed to create lifelong relationships with your clients. We want to know what is important to them. Whether its family, travel, dreams, aspirations, or all of the above, we want to make sure they achieve their vision and goals. 

 

THE SUPPORT YOU NEED

At United Capital Mangement we believe our customer service is what sets us apart from other financial firms. You and your clients will never talk to a machine. We are here to help! We have an accesible support staff and are eager to answer any questions or concerns.

We are ready to move your book of business! Our team of licensed planners and staff are highly educated and trained to make this transition efficient and effective. United Capital Management is here to identify your strengths, as well as your weaknesses, and build a team for you that enables you to be your most productive.

In addition to transition support, UCG can assist in your marketing services - including development of brochures and communication materials, client events, and seminars. 

After your transition, United Capital Group is here to help you identify your strengths, as well as weaknesses, and build a team for you that takes work off your shoulders and enables you to stay in your most moneymaking and productive activities. United Capital Group professionals focus on practice management, setting goals and objectives, and implementing time management practices for our advisors.

 

AN IMMEDIATE SUCCESSION PLAN - BUILT IN.

Upon transition of your book of business, UCM is prepared to buy your book immediately if you want to retire for any reason. We strive to protect your clients' assets and provide peace of mind for your clients and your family if circumstances including disability, untimely death or retirement should occur.

 

OUR INDUSTRY RELATIONSHIPS PROVIDE ENHANCED STABILITY

As a leading independent broker/dealer, SA Stone Wealth Management Inc. (“SA Stone”), formerly Sterne Agee Financial Services, Inc., together with its affiliated SEC registered investment advisor, SA Stone Investment Advisors Inc., provides an integrated platform of technology, comprehensive wealth management and investment services to registered representatives, investment advisor representatives and registered investment advisors nationwide. Their firm supports more than 430 independent professionals with best-in-class service and products. SA Stone is a wholly owned subsidiary of INTL FCStone Inc. (NASDAQ: INTL), which through its subsidiaries, is a leading provider of execution, risk management, market intelligence, and post-trade services across asset classes and markets around the world. More information about INTL FCStone Inc. is available at www.intlfcstone.com.

 

WE LOOK FORWARD TO WORKING WITH YOU

Becoming independent is very rewarding and once someone has reached this level, they never regret the decision for their clients or themselves. This allows you to concentrate on your client's best interest and build a business that focuses entirely on them, not a Wall Street Firm's bottom line. Contact us at 785.823.7900 to meet our team and see if UCG is the right fit for you!

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck