Ellen BurrisCRD Number: 3141542
Current Firm: Umb Financial Services, Inc.
Ellen Burris (CRD# 3141542) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 22 years of experience in the finance industry.
Financial Partners Group, Inc.
Mariner Wealth Advisors
Prime Capital Investment Advisors, LLC
|Umb Bank||Kansas City, MO||Jul 2014 - Current||7|
|Bmo Harris Financial Advisors, Inc.||Independence, MO||Aug 2012 - Jul 2014||1|
|M&i Bank||Independence, MO||Jul 2008 - Jul 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Apr 1999|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management40MILLIONS
Total Number of Accounts78ACCOUNTS
Average Account Value$512,219
- 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, MA, MD, ME, MI, MN, MO, MS, NC, ND, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, WA, WI, WY
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