Chad Koehn guides United Capital Management of Kansas, Inc., in Salina, Kansas, as president and founder. Engaging closely with clients, he works to understand their financial needs and ways of building and preserving multigenerational wealth. He actively researches market trends and allocates assets in ways that meet short- and long-term objectives. Chad Koehn maintains wide-ranging holdings that include IRAs, treasury bills and notes, variable annuities, and insurance. He is also knowledgeable about cryptocurrencies.
Mr. Koehn has also owned and operated a family ranch since the late 1990s, where he has pursued a passion for breeding, training, and raising rodeo horses of exceptional skill and athleticism. He oversees all aspects of day-to-day horse care, from proper nutrition to veterinary visits, and selects optimal pairs for breeding. He also directs the horse sales process, coordinating with potential buyers and providing demonstrations. Actively involved in the rodeo and horse breeding community, Mr. Koehn supports efforts to promote a better understanding of rodeo horses and their welfare and development.
Chad Koehn earned his BA in economics at Tabor College and was a financial advisor with Waddell & Reed from 1992 to 2004. He developed a comprehensive consultation strategy that helped define client goals, risk tolerances, and timeframes in pursuit of customized financial plans.