Ellen BurrisCRD Number: 3141542
Current Firm: Umb Financial Services, Inc.
Ellen Burris (CRD# 3141542) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 18 years of experience in the finance industry.
Nextgen Wealth, LLC
Freedom Wealth Advisors, LLC
Searcy Financial Services, Inc.
|Umb Bank||Kansas City, MO||Jul 2014 - Current||2|
|Bmo Harris Financial Advisors, Inc.||Independence, MO||Aug 2012 - Jul 2014||1|
|M&i Bank||Independence, MO||Jul 2008 - Jul 2014||6|
|Banc Of America Investment Services, Inc.||Overland Park, KS||Jan 2004 - Jun 2008||4|
|Bank Of America, N.a.||Overland Park, KS||Jan 2004 - Jun 2008||4|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
|S63||Uniform Securities State Law Examination||Apr 1999|
Total Assets Under Management11MILLIONS
Total Number of Accounts30ACCOUNTS
Average Account Value$359,293
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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