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
Chad Treacy (CRD# 6757188) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Saint Louis, MO and has over 7 years of experience in the finance industry.
Janice Trimmell (CRD# 1615681) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 37 years of experience in the finance industry.
Jimmy Turner (CRD# 2217611) 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.
Tylor Willis (CRD# 5983666) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 11 years of experience in the finance industry.
Steven Winget (CRD# 6655576) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 7 years of experience in the finance industry.
Mckenna Botts (CRD# 7828930) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has 1 year of experience in the finance industry.
Lance Caldwell (CRD# 4833183) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 19 years of experience in the finance industry.
Michael Cleveland (CRD# 2680097) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Belleville, IL and has over 14 years of experience in the finance industry.
Nicholas Luchtefeld (CRD# 4693289) 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.
Tyler McAllister (CRD# 7326629) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Saint Louis, MO and has 1 year of experience in the finance industry.