Umb Financial Services, Inc.
Umb Financial Services, Inc. (CRD# 17073) is a financial advisory firm headquartered in Kansas City, MO. They manage $730,778 in 1 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$730,778
- 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
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
Matthew Connell (CRD# 3183511) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Fountain Hills, AZ and has over 25 years of experience in the finance industry.
Kenneth Dow (CRD# 3019861) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Saint Louis, MO and has over 25 years of experience in the finance industry.
Darci Emerson (CRD# 4521817) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 21 years of experience in the finance industry.
Angela Gates (CRD# 2626070) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.
Kimberly Gattis (CRD# 3262748) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Wichita, KS and has over 24 years of experience in the finance industry.
Bradley Harding (CRD# 1200651) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 40 years of experience in the finance industry.
Jan Heaman (CRD# 4729124) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 20 years of experience in the finance industry.
Jennifer Hershberger (CRD# 5109205) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 11 years of experience in the finance industry.
Daniel Horan (CRD# 2066218) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Colorado Springs, CO and has over 5 years of experience in the finance industry.
Colin Horning (CRD# 6715414) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Scottsdale, AZ and has over 7 years of experience in the finance industry.