UMB FINANCIAL SERVICES, INC.

KANSAS CITY, Missouri·20 registered advisors·CRD# 17073
SEC# 801-6296714816-842-2222
01

Firm Overview

AUM
$731K
Regulatory assets under management
Employees
58
Total firm employees
Advisors
20
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at UMB FINANCIAL SERVICES, INC.

20 registered advisors
Andrew Michael Ellis
KANSAS CITY, Missouri
Angela Gaye Gates
KANSAS CITY, Missouri
Benjamin Joseph Skilling
KANSAS CITY, Missouri
Charles Patrick Smith
KANSAS CITY, Missouri
Christopher Sheldon Long
KANSAS CITY, Missouri
Dana Harris Abraham
KANSAS CITY, Missouri
Daryl Scott Hunt
KANSAS CITY, Missouri
James Allan Sangster
KANSAS CITY, Missouri
James Dennison Rine
KANSAS CITY, Missouri
James Henry Cornelius
KANSAS CITY, Missouri
James Matthew Stephens
KANSAS CITY, Missouri
Jeffrey Thomas Maxwell
KANSAS CITY, Missouri
Jimmy Ray Jr Turner
KANSAS CITY, Missouri
John Charles Pauls
KANSAS CITY, Missouri
Kevin Merlin Macke
KANSAS CITY, Missouri
Laurence Joseph Schmidt
KANSAS CITY, Missouri
Nikki Farentino Newton
KANSAS CITY, Missouri
Phillip James Mason
KANSAS CITY, Missouri
Stephen Michael Kitts
KANSAS CITY, Missouri
Thomas Harold Massey
KANSAS CITY, Missouri
05

Office Locations

KANSAS CITY, Missouri
20 advisors

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Data sourced from SEC Form ADV filings. UMB FINANCIAL SERVICES, INC. (CRD# 17073) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.