Financial ADVSR advisor directory · SEC adviser records
Umb Financial Services, Inc. financial advisors in St. Louis, MO
Every SEC-registered investment adviser representative at a Umb Financial Services, Inc. office in St. Louis, A to Z.
The short answer
3 registered advisors work at Umb Financial Services, Inc. in St. Louis, out of 37 at the firm nationwide; it ranks number 73 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
Umb Financial Services, Inc. advisors in St. Louis, A to Z
Every Umb Financial Services, Inc. advisor →- Kenneth D. DowAlso a broker rep
- Nicholas E. LuchtefeldAlso a broker rep
- Katherine A. ShandsAlso a broker rep
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 9Overland Park, KS 9Denver, CO 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 St. Louis
All St. Louis advisors →Edward Jones 1,691Wells Fargo Clearing Services, LLC 712Benjamin F. Edwards & Company, Inc. 326Wells Fargo Advisors Financial Network, LLC 322Stifel, Nicolaus & Company, Incorporated 198Moneta Group Investment Advisors, LLC 183Focus Partners Wealth, LLC 169Nisa Investment Advisors, LLC 75Krilogy 52Cetera Investment Advisers LLC 51Huntleigh Advisors, Inc. 42LPL Financial LLC 41
Questions
How many financial advisors does Umb Financial Services, Inc. have in St. Louis?
3 investment adviser representatives are registered at Umb Financial Services, Inc. offices in St. Louis, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 37 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is Umb Financial Services, Inc. one of the largest advisor employers in St. Louis?
Umb Financial Services, Inc. ranks number 73 in St. Louis by registered advisors; Edward Jones has the most, with 1,691.
How do I check a Umb Financial Services, Inc. advisor in St. Louis?
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.