Elizabeth Haynes, financial advisor Kansas City MO
93 score

Elizabeth Haynes

CRD Number: 5506044
Current Firm: Umb Financial Services, Inc.

Elizabeth Haynes (CRD# 5506044) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Umb Financial Services Inc. Kansas City, MO Aug 2013 - Current 3
J.p. Morgan Institutional Investments Inc. Overland Park, KS Mar 2013 - Aug 2013 < 1
J.p. Morgan Retirement Plan Services LLC Overland Park, KS Jan 2013 - Aug 2013 < 1
Umb Financial Services Inc. Kansas City, MO Feb 2008 - Jan 2013 4
Ann Taylor Co Kansas City, MO May 2007 - Feb 2008 < 1
Truman High School Independence, MO Aug 2006 - Aug 2007 1
U Of Missouri Columbia, MO Jun 2005 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2008
S65 NASAA Investment Advisors Law Examination Dec 2009
Contact Info for Elizabeth L. Haynes
Phone Number: 816-842-2222
Firm Website: https://www.umb.com
Registered State(s):
  • KS
  • MO
By the Numbers
  • Total Assets Under Management
    11
    MILLIONS
  • Total Number of Accounts
    30
    ACCOUNTS
  • Average Account Value
    $359,293
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States

AL, AR, AZ, CA, CO, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, PA, SC, SD, TX, WA, WI

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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