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Financial ADVSR advisor directory · SEC adviser records

Umb Financial Services, Inc. financial advisors in Illinois

Every SEC-registered investment adviser representative at a Umb Financial Services, Inc. office in Illinois, by city and A to Z.

The short answer

3 registered advisors work at Umb Financial Services, Inc. in Illinois, out of 37 nationwide; it's the firm's number 4 state by advisors, and the most are in Belleville (2). 0 list the CFP designation and 3 are also registered broker representatives.

Umb Financial Services, Inc. advisors by city in Illinois

Every firm in Illinois →

Belleville 2Galena 1

Umb Financial Services, Inc. advisors in Illinois, A to Z

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Umb Financial Services, Inc. advisors in every state →Umb Financial Services, Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →

Umb Financial Services, Inc. in other states

Missouri 15Kansas 8Colorado 4

Questions

How many Umb Financial Services, Inc. financial advisors are in Illinois?

3 investment adviser representatives are registered at Umb Financial Services, Inc. offices in Illinois, according to the SEC's Investment Adviser Public Disclosure records, out of 37 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Belleville, with 2, then Galena (1). Umb Financial Services, Inc. has advisors in 2 cities in Illinois.

How do I check a Umb Financial Services, Inc. advisor in Illinois?

Each advisor below 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. Advisors are listed at the city of the Umb Financial Services, Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.