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Financial ADVSR advisor directory · SEC adviser records

Umb Private Wealth Management, LLC financial advisors

Every SEC-registered investment adviser representative at Umb Private Wealth Management, LLC, by the state and city of the office they work from.

34 registered advisors work at Umb Private Wealth Management, LLC, in 7 states and 7 cities; the most are in Overland Park, KS (25). 12 list the CFP designation and 0 are also registered broker representatives.

Search every Umb Private Wealth Management, LLC advisor by name →Who joined and left Umb Private Wealth Management, LLC →Umb Private Wealth Management, LLC: assets, clients and custodians →

Cities with the most Umb Private Wealth Management, LLC advisors

Overland Park, KS 25Denver, CO 3Milwaukee, WI 2Albuquerque, NM 1Dallas, TX 1Edina, MN 1Phoenix, AZ 1

Umb Private Wealth Management, LLC advisors by state

Umb Private Wealth Management, LLC in Kansas 25

Overland Park 25

Umb Private Wealth Management, LLC in Colorado 3

Denver 3

Umb Private Wealth Management, LLC in Wisconsin 2

Milwaukee 2

Umb Private Wealth Management, LLC in Arizona 1

Phoenix 1

Umb Private Wealth Management, LLC in Minnesota 1

Edina 1

Umb Private Wealth Management, LLC in New Mexico 1

Albuquerque 1

Umb Private Wealth Management, LLC in Texas 1

Dallas 1

Questions

How many financial advisors does Umb Private Wealth Management, LLC have?

34 investment adviser representatives are registered with Umb Private Wealth Management, LLC, according to the SEC's Investment Adviser Public Disclosure records, in 7 states and 7 cities. 12 list the CFP designation and 0 are also registered as broker representatives.

Where does Umb Private Wealth Management, LLC have the most advisors?

Overland Park, KS, with 25 registered advisors, then Denver, CO (3). By state, Kansas has the most, with 25.

How do I find a Umb Private Wealth Management, LLC financial advisor near me?

Pick your state below, then your city, to see every Umb Private Wealth Management, LLC 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 Private Wealth Management, LLC 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 →