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Financial ADVSR advisor directory · SEC adviser records

Umb Financial Services, Inc. financial advisors in Overland Park, KS

Every SEC-registered investment adviser representative at a Umb Financial Services, Inc. office in Overland Park, A to Z.

The short answer

9 registered advisors work at Umb Financial Services, Inc. in Overland Park, out of 37 at the firm nationwide; it ranks number 84 in the city by advisors. 1 list the CFP designation and 6 are also registered broker representatives.

Umb Financial Services, Inc. advisors in Overland Park, A to Z

Every Umb Financial Services, Inc. advisor →

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

Umb Financial Services, Inc. advisors in other cities

Kansas City, MO 9Denver, CO 3St. Louis, MO 3Phoenix, AZ 2Albuquerque, NM 1Allentown, PA 1Belleville, IL 1Blue Springs, MO 1Dallas, TX 1Dubuque, IA 1Kansas City, KS 1Leawood, KS 1Madison, WI 1Monroe, WI 1Schnecksville, PA 1

Other firms in Overland Park

All Overland Park advisors →

Creative Planning 615Onedigital 135Prime Capital Financial 130Mariner 110Creativeone Wealth, LLC 101Creativeone Securities, LLC 70Cetera Investment Advisers LLC 64Edward Jones 61Mariner Wealth 55Osaic Wealth, Inc. 37LPL Financial LLC 35Strategic Advisers LLC 33

Questions

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

9 investment adviser representatives are registered at Umb Financial Services, Inc. offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 1 list the CFP designation and 6 are also registered as broker representatives.

Is Umb Financial Services, Inc. one of the largest advisor employers in Overland Park?

Umb Financial Services, Inc. ranks number 84 in Overland Park by registered advisors; Creative Planning has the most, with 615.

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

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. Weighing a move? Compare payouts by firm or value a recruiting offer.