Unclaimed Profile

Daniel William Weeks

UMB FAMILY WEALTH, LLC·KANSAS CITY, Missouri

Series 6, Series 7, Series 63, Series 65Clean record19 years registeredUMB FAMILY WEALTH, LLC

928 GRAND, KANSAS CITY, MO 64106CRD# 5159118Firm CRD# 306374

Profile Verification

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

Identity

Daniel William Weeks · KANSAS CITY, MO

Registration

CRD #5159118 · UMB FAMILY WEALTH, LLC · 19 years registered

Brand Profile

Not yet started

Career History

NILSINE PARTNERS, LLC

Nov 2022 – present

UMB FAMILY WEALTH, LLC

Jan 2020 – Nov 2022

Denver, CO

UMB FINANCIAL SERVICES, INC.

Oct 2014 – Jan 2020

DENVER, CO

SOUND STEWARDSHIP, LLC

Oct 2010 – Jun 2014

OVERLAND PARK, KS

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Jan 2010 – Sep 2010

SALINA, KS

WADDELL & REED, INC.

Mar 2007 – Dec 2009

SALINA, KS

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Series 65

Registration record

First registered · March 1, 2007

Years registered · 19

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

UMB ASSET MANAGEMENT, LLC

CRD 306374 · SEC 801-117738

AUM

$56M

Regulatory assets under management

Employees

5 client accounts

Services offered by UMB ASSET MANAGEMENT, LLC

Per Form ADV

Other

View all advisors at UMB ASSET MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does Daniel William Weeks offer?

Daniel William Weeks is a registered financial advisor in KANSAS CITY, Missouri. Contact their office for details on services offered.

What are Daniel William Weeks's credentials?

Daniel William Weeks is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Daniel William Weeks located?

Daniel William Weeks is based in KANSAS CITY, Missouri, working with UMB FAMILY WEALTH, LLC. Their office serves clients in the KANSAS CITY metropolitan area and surrounding communities.

How does Daniel William Weeks charge for services?

Daniel William Weeks's firm is compensated through percentage of aum, subscription fees, performance-based fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is UMB FAMILY WEALTH, LLC?

UMB FAMILY WEALTH, LLC has approximately 1 employees and manages $56M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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