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FORM ADV UNIFORM APPLICATION FOR INVESTMENT ADVISER REGISTRATION AND REPORT BY EXEMPT REPORTING ADVISERS Primary Business Name: UNITED CAPITAL MANAGEMENT OF KANSAS, INC.CRD Number: 157755OtherThanAnnual
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Gather all necessary financial documents such as income statements, tax returns, and investment account statements.
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Individuals who are looking for professional guidance in managing their finances and investments.
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United Capital Management is a financial advisory firm that provides wealth management services.
Clients of United Capital Management are required to file their financial information with the firm.
Clients can fill out the United Capital Management form online or by meeting with their financial advisor.
The purpose of United Capital Management form is to help clients track and manage their investments and finances.
Clients must report their assets, liabilities, income, and expenses on the United Capital Management form.
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