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).

Current Firm Details

928 Grand Blvd, Kansas City, MO 64106

https://www.umb.com/wealth-management/investing

By the Numbers

Total Assets Under Management

1

MILLION
Total Number of Accounts

1

ACCOUNTS
Average Account Value

$730,778

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

Registered Investment Advisor

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, 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

Financial Advisors at Umb Financial Services, Inc.

Showing 51 - 51 of 51 top financial advisors.

Eric R. Riner

CRD#: 5411901

1010 Grand, Kansas City, MO 64106

Eric Riner (CRD# 5411901) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has 1 year of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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