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Financial ADVSR advisor directory · SEC adviser records

Umb Financial Services, Inc. financial advisors in Kansas City, MO

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

The short answer

9 registered advisors work at Umb Financial Services, Inc. in Kansas City, out of 37 at the firm nationwide; it ranks number 12 in the city by advisors. 0 list the CFP designation and 9 are also registered broker representatives.

Umb Financial Services, Inc. advisors in Kansas City, 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

Overland Park, KS 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 Kansas City

All Kansas City advisors →

Modern Wealth Management, LLC 69Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Forvis Mazars Wealth Advisors, LLC 8

Questions

How many financial advisors does Umb Financial Services, Inc. have in Kansas City?

9 investment adviser representatives are registered at Umb Financial Services, Inc. offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 0 list the CFP designation and 9 are also registered as broker representatives.

Is Umb Financial Services, Inc. one of the largest advisor employers in Kansas City?

Umb Financial Services, Inc. ranks number 12 in Kansas City by registered advisors; Modern Wealth Management, LLC has the most, with 69.

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

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.