Financial ADVSR advisor directory · SEC adviser records
Umb Private Wealth Management, LLC financial advisors in Kansas
Every SEC-registered investment adviser representative at a Umb Private Wealth Management, LLC office in Kansas, by city and A to Z.
The short answer
26 registered advisors work at Umb Private Wealth Management, LLC in Kansas, out of 34 nationwide; it's the firm's number 1 state by advisors, and the most are in Overland Park (25). 8 list the CFP designation and 0 are also registered broker representatives.
Umb Private Wealth Management, LLC advisors by city in Kansas
Every firm in Kansas →Umb Private Wealth Management, LLC advisors in Kansas, A to Z
Search by name →- Jaclyn S. AndersonOverland Park
- Steven C. CairnsOverland Park
- Cody S. CarpenterOverland Park · Certified Financial Planner
- Bernard L. ColsonOverland Park · Chartered Financial Analyst
- Jake CraterOverland Park
- Michael J. DiederichOverland Park · Certified Financial Planner
- Derrick R. EversOverland Park · Certified Financial Planner
- James L. GrasslOverland Park
- Regan M. HamiltonOverland Park · Chartered Financial Analyst
- Daniel M. HerreraOverland Park
- Christopher S. JonesOverland Park · Certified Financial Planner
- Sean P. KennedyOverland Park
- Daniel KiefferOverland Park
- Rigley NussOverland Park · Certified Financial Planner
- Wayne R. OltjenOverland Park
- Thomas F. Peckosh Jr.Overland Park
- Paige M. RadkeOverland Park
- Abraham W. RadmaneshOverland Park
- Jenifer J. RieckOverland Park
- Benjamin J. SkillingOverland Park · Certified Financial Planner
- Melissa K. SturgisOverland Park
- Sarah R. SzczublewskiOverland Park · Certified Financial Planner
- Jimmy R. Turner Jr.Overland Park
- Nathan M. WehrmanOverland Park · Chartered Financial Analyst
- Tylor A. WillisOverland Park · Certified Financial Planner
- Michael A. YeagerOverland Park
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Umb Private Wealth Management, LLC in other states
Questions
How many Umb Private Wealth Management, LLC financial advisors are in Kansas?
26 investment adviser representatives are registered at Umb Private Wealth Management, LLC offices in Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 34 at the firm nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Where in Kansas does Umb Private Wealth Management, LLC have the most advisors?
Overland Park, with 25. Umb Private Wealth Management, LLC has advisors in 1 city in Kansas.
How do I check a Umb Private Wealth Management, LLC advisor in Kansas?
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 Private Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.