Based in Salina, Chad Koehn leads United Capital Management of Kansas, Inc., and works to understand clients’ distinct financial objectives. Working with investment research analysts and money managers, he analyzes market trends and works to rebalance portfolios in ways that actively balance risk/reward dynamics. Chad Koehn keeps investors informed on portfolio adjustments and performance changes through regular reports, meetings, and updates.
Chad Koehn’s responsibilities extend to owning and maintaining a family ranch that breeds, cares for, and trains rodeo horses with outstanding traits and skills. Among his responsibilities is selecting breeding pairs and monitoring their genetics and overall health. He strives to ensure that horses have access to needed medicines and veterinary check-ups, and he manages a team dedicated to day-to-day equine care. Taking part in rodeo competitions, he prepares riders and steeds for competition that showcases the ranch’s deliverables in high-profile settings.
Chad Koehn maintains qualifications as an independent insurance agent and has a focus on integrating long-term life insurance and care within comprehensive financial plans. His interests extend to cryptocurrency and next-generation financial planning strategies.