Financial ADVSR advisor directory · SEC adviser records
Umb Private Wealth Management, LLC financial advisors in Overland Park, KS
Every SEC-registered investment adviser representative at a Umb Private Wealth Management, LLC office in Overland Park, A to Z.
The short answer
26 registered advisors work at Umb Private Wealth Management, LLC in Overland Park, out of 34 at the firm nationwide; it ranks number 16 in the city by advisors. 8 list the CFP designation and 0 are also registered broker representatives.
Umb Private Wealth Management, LLC advisors in Overland Park, A to Z
Every Umb Private Wealth Management, LLC advisor →- Jaclyn S. AndersonInvestment adviser rep
- Steven C. CairnsInvestment adviser rep
- Cody S. CarpenterCertified Financial Planner
- Bernard L. ColsonChartered Financial Analyst
- Jake CraterInvestment adviser rep
- Michael J. DiederichCertified Financial Planner
- Derrick R. EversCertified Financial Planner
- James L. GrasslInvestment adviser rep
- Regan M. HamiltonChartered Financial Analyst
- Daniel M. HerreraInvestment adviser rep
- Christopher S. JonesCertified Financial Planner
- Sean P. KennedyInvestment adviser rep
- Daniel KiefferInvestment adviser rep
- Rigley NussCertified Financial Planner
- Wayne R. OltjenInvestment adviser rep
- Thomas F. Peckosh Jr.Investment adviser rep
- Paige M. RadkeInvestment adviser rep
- Abraham W. RadmaneshInvestment adviser rep
- Jenifer J. RieckInvestment adviser rep
- Benjamin J. SkillingCertified Financial Planner
- Melissa K. SturgisInvestment adviser rep
- Sarah R. SzczublewskiCertified Financial Planner
- Jimmy R. Turner Jr.Investment adviser rep
- Nathan M. WehrmanChartered Financial Analyst
- Tylor A. WillisCertified Financial Planner
- Michael A. YeagerInvestment adviser rep
Umb Private Wealth Management, LLC advisors in every city and state →Umb Private Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Umb Private Wealth Management, LLC advisors in other cities
Denver, CO 3Dubuque, IA 1Edina, MN 1Milwaukee, WI 1Phoenix, AZ 1Scottsdale, AZ 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 Private Wealth Management, LLC have in Overland Park?
26 investment adviser representatives are registered at Umb Private Wealth Management, LLC offices in Overland Park, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 34 nationwide. 8 list the CFP designation and 0 are also registered as broker representatives.
Is Umb Private Wealth Management, LLC one of the largest advisor employers in Overland Park?
Umb Private Wealth Management, LLC ranks number 16 in Overland Park by registered advisors; Creative Planning has the most, with 615.
How do I check a Umb Private Wealth Management, LLC 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 Private Wealth Management, LLC 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.