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Financial ADVSR advisor directory · SEC adviser records

Umb Financial Services, Inc. financial advisors

Every SEC-registered investment adviser representative at Umb Financial Services, Inc., by the state and city of the office they work from.

37 registered advisors work at Umb Financial Services, Inc., in 10 states and 17 cities; the most are in Kansas City, MO (9). 3 list the CFP designation and 33 are also registered broker representatives.

Search every Umb Financial Services, Inc. advisor by name →Who joined and left Umb Financial Services, Inc. →Umb Financial Services, Inc.: assets, clients and custodians →

Cities with the most Umb Financial Services, Inc. advisors

Kansas City, MO 9Denver, CO 4Overland Park, KS 4St. Louis, MO 4Belleville, IL 2Leawood, KS 2Phoenix, AZ 2Albuquerque, NM 1Blue Springs, MO 1Dallas, TX 1Dubuque, IA 1Galena, IL 1Greenwood, MO 1Kansas City, KS 1Madison, WI 1Prairie Village, KS 1Schnecksville, PA 1

Umb Financial Services, Inc. advisors by state

Umb Financial Services, Inc. in Missouri 15

Kansas City 9St. Louis 4Blue Springs 1Greenwood 1

Umb Financial Services, Inc. in Kansas 8

Overland Park 4Leawood 2Kansas City 1Prairie Village 1

Umb Financial Services, Inc. in Colorado 4

Denver 4

Umb Financial Services, Inc. in Illinois 3

Belleville 2Galena 1

Umb Financial Services, Inc. in Arizona 2

Phoenix 2

Umb Financial Services, Inc. in Iowa 1

Dubuque 1

Umb Financial Services, Inc. in New Mexico 1

Albuquerque 1

Umb Financial Services, Inc. in Pennsylvania 1

Schnecksville 1

Umb Financial Services, Inc. in Texas 1

Dallas 1

Umb Financial Services, Inc. in Wisconsin 1

Madison 1

Questions

How many financial advisors does Umb Financial Services, Inc. have?

37 investment adviser representatives are registered with Umb Financial Services, Inc., according to the SEC's Investment Adviser Public Disclosure records, in 10 states and 17 cities. 3 list the CFP designation and 33 are also registered as broker representatives.

Where does Umb Financial Services, Inc. have the most advisors?

Kansas City, MO, with 9 registered advisors, then Denver, CO (4). By state, Missouri has the most, with 15.

How do I find a Umb Financial Services, Inc. financial advisor near me?

Pick your state below, then your city, to see every Umb Financial Services, Inc. advisor registered at an office there. Each one links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. An advisor registered at Umb Financial Services, Inc. offices in more than one city counts in each city but once in the total; broker-only representatives (FINRA BrokerCheck) aren't included. Every firm →