Umb Financial Services, Inc.

Umb Financial Services, Inc. (CRD# 17073) is a financial advisory firm headquartered in Kansas City, MO. They manage $27,064,306 in 66 accounts and serve the financial needs of clients across 45 states (or territories).

By the Numbers
  • Total Assets Under Management
    27
    MILLION
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $410,065
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Umb Financial Services, Inc.
Showing 1 - 10 of 61 top financial advisors.
1
Chloe E. Alexander
CRD#: 6930043
928 Grand, Kansas City, MO 64106

Chloe Alexander (CRD# 6930043) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 3 years of experience in the finance industry.

2
Deborah L. Alexander
CRD#: 4444456
928 Grand, Kansas City, MO 64106

Deborah Alexander (CRD# 4444456) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 20 years of experience in the finance industry.

3
Gregory A. Aman
CRD#: 3183807
7700 Forsyth Blvd, Suite 120, Clayton, MO 63105

Gregory Aman (CRD# 3183807) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 23 years of experience in the finance industry.

4
Narine K. Avanesova
CRD#: 7037643
1670 Broadway, Denver, CO 80202

Narine Avanesova (CRD# 7037643) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 3 years of experience in the finance industry.

5
Brad A. Barclay
CRD#: 6085331
928 Grand, Kansas City, MO 64106

Brad Barclay (CRD# 6085331) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.

6
Peter L. Bernstein
CRD#: 4806489
1670 Broadway, Denver, CO 80202

Peter Bernstein (CRD# 4806489) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 10 years of experience in the finance industry.

7
Peter F. Braun
CRD#: 2139389
1010 Grand, 3rd Floor, Kansas City, MO 64106

Peter Braun (CRD# 2139389) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 30 years of experience in the finance industry.

8
Tucker V. Brown
CRD#: 6518629
928 Grand, Kansas City, MO 64106

Tucker Brown (CRD# 6518629) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.

9
Jason T. Buford
CRD#: 5514579
4200 W 115th Street, Leawood, KS 66211

Jason Buford (CRD# 5514579) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 5 years of experience in the finance industry.

10
Ellen S. Burris
CRD#: 3141542
1010 Grand, Kansas City, MO 64106

Ellen Burris (CRD# 3141542) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 23 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.