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
Kevin Hosey (CRD# 6338607) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 9 years of experience in the finance industry.
Phillip Klevorn (CRD# 4852039) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Saint Louis, MO and has over 19 years of experience in the finance industry.
Michelle Kraintz (CRD# 2915598) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Belleville, IL and has over 13 years of experience in the finance industry.
Matthew Lunde (CRD# 5496690) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Dallas, TX and has over 15 years of experience in the finance industry.
Stacia Lykins (CRD# 2932455) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Tulsa, OK and has over 26 years of experience in the finance industry.
Phillip Mason (CRD# 6246519) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 10 years of experience in the finance industry.
Ralph Nicosia (CRD# 2512126) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 29 years of experience in the finance industry.
Karen Numi (CRD# 4154455) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 22 years of experience in the finance industry.
Wayne Oltjen (CRD# 4344288) 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.
Adam Perkins (CRD# 4240388) 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.