Unclaimed Profile

Benjamin Joseph Skilling

UMB FINANCIAL SERVICES, INC.·KANSAS CITY, Missouri

SIE, Series 7, Series 24, Series 66CFPClean record21 years registeredUMB FINANCIAL SERVICES, INC.

928 GRAND BLVD, KANSAS CITY, MO 64106CRD# 4686294Firm CRD# 17073

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Benjamin Joseph Skilling · KANSAS CITY, MO

Registration

CRD #4686294 · UMB FINANCIAL SERVICES, INC. · 21 years registered

Brand Profile

Not yet started

Career History

UMB PRIVATE WEALTH MANAGEMENT, LLC

May 2026 – present

UMB FINANCIAL SERVICES, INC.

Oct 2021 – Apr 2026

Leawood, KS

LPL FINANCIAL LLC

Jul 2021 – Sep 2021

OVERLAND PARK, KS

WADDELL & REED

Feb 2007 – Jul 2021

OVERLAND PARK, KS

NEW ENGLAND SECURITIES CORPORATION

Apr 2005 – Nov 2005

OVERLAND PARK, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 66

Registration record

First registered · April 20, 2005

Years registered · 21

Professional designation · CFP

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UMB FINANCIAL SERVICES, INC.

CRD 17073 · SEC 801-62967

AUM

$731K

Regulatory assets under management

Employees

1 client accounts

Services offered by UMB FINANCIAL SERVICES, INC.

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at UMB FINANCIAL SERVICES, INC. →

Introduction

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Frequently Asked Questions

What services does Benjamin Joseph Skilling offer?

Benjamin Joseph Skilling specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in KANSAS CITY, Missouri for a consultation.

What are Benjamin Joseph Skilling's credentials?

Benjamin Joseph Skilling holds the following professional designations: CFP. These credentials require rigorous education, examination, and ongoing continuing education.

Where is Benjamin Joseph Skilling located?

Benjamin Joseph Skilling is based in KANSAS CITY, Missouri, working with UMB FINANCIAL SERVICES, INC.. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Benjamin Joseph Skilling charge for services?

Benjamin Joseph Skilling's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMB FINANCIAL SERVICES, INC.?

UMB FINANCIAL SERVICES, INC. has approximately 58 employees and manages $731K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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