Umb Financial Services, Inc.

Umb Financial Services, Inc. (CRD# 17073) is a financial advisory firm headquartered in Kansas City, MO. They manage $10,778,798 in 30 accounts and serve the financial needs of clients across 35 states (or territories).

By the Numbers
  • Total Assets Under Management
    11
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Umb Financial Services, Inc.
Showing 1 - 10 of 65 top financial advisors.
1
Kenneth B. Cohen
CRD#: 843882
1041 South Woods Mill Road, Chesterfield, MO 63017
96
Wealthminder
score

Kenneth Cohen (CRD# 843882) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Chesterfield, MO and has over 34 years of experience in the finance industry.

2
David M. Compere
CRD#: 5325195
3828 S Fremont, Springfield, MO 65804
96
Wealthminder
score

David Compere (CRD# 5325195) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Springfield, MO and has over 9 years of experience in the finance industry. David Compere has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Peter G. Menihan
CRD#: 715261
928 Grand, Kansas City, MO 64106
96
Wealthminder
score

Peter Menihan (CRD# 715261) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 36 years of experience in the finance industry. Peter Menihan has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Daniel W. Weeks
CRD#: 5159118
1670 Broadway, Denver, CO 80202
96
Wealthminder
score

Daniel Weeks (CRD# 5159118) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 9 years of experience in the finance industry. Daniel Weeks has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Tanga L. Alexander
CRD#: 1432928
1670 Broadway, Denver, CO 80202
93
Wealthminder
score

Tanga Alexander (CRD# 1432928) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 30 years of experience in the finance industry.

6
Gregory A. Aman
CRD#: 3183807
7700 Forsyth Blvd, Suite 120, Clayton, MO 63105
93
Wealthminder
score

Gregory Aman (CRD# 3183807) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 17 years of experience in the finance industry.

7
Charles A. Beach
CRD#: 1870670
502 Security Boulevard, Colorado Springs, CO 80911
93
Wealthminder
score

Charles Beach (CRD# 1870670) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Colorado Springs, CO and has over 21 years of experience in the finance industry.

8
Sheryl K. Bosilevac
CRD#: 1845035
7109 West 80th Street, Overland Park, KS 66204
93
Wealthminder
score

Sheryl Bosilevac (CRD# 1845035) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Overland Park, KS and has over 14 years of experience in the finance industry.

9
Elizabeth C. Brown
CRD#: 4349966
1010 Grand, Kansas City, MO 64106
93
Wealthminder
score

Elizabeth Brown (CRD# 4349966) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 15 years of experience in the finance industry.

10
Ellen S. Burris
CRD#: 3141542
4900 Main Street, Suite 100, Kansas City, MO 64112
93
Wealthminder
score

Ellen Burris (CRD# 3141542) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 17 years of experience in the finance industry.

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