Raymond Haskell
Raymond Haskell is a registered investment advisor at United Capital Management of Kansas, INC., based in Wichita, KS, with 31 years of industry experience. Raymond 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
2707 West Douglas, Suite B, Wichita, KS, 67213
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Regulatory History (1)
Customer Dispute
February 2024Other Business ActivitiesSells Insurance
Raymond is a registered representative and investment consultant for United Capital Management of Kansas, spending nearly full-time on this. He also provides insurance solutions through United Capital Insurance, LLC, dedicating minimal time to this activity, and manages operations for Haskell Financial Group LLC, spending about a quarter of his time.
Employment History
Current Registrations
United Capital Management of Kansas, INC.
Stonex Securities INC.Broker
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
United Planners' Financial Services of America a Limited PartnerBroker
Nylife Securities LLCBroker
Proequities, INC.Broker
PFS Investments INC.Broker
State Registrations7 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.