Investment adviser representative · Umb Private Wealth Management, LLC
Tylor A. Willis
CRD 5983666 · Overland Park, KS
At a glance
Tylor A. Willis is an investment adviser representative with Umb Private Wealth Management, LLC in Overland Park, KS, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Tylor’s SEC record dates to 2015, about 11 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Umb Private Wealth Management, LLCSince May 2026Overland Park, KS · $125M in regulatory assets
SEC adviser record
- Registered since
- 2015 (11 years)
- Designations
- Certified Financial Planner
- Exams
- Series 63, Series 65
- Registered in
- 19 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Tylor’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.