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).

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
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 1 - 10 of 50 top financial advisors.
1
Chloe E. Alexander
CRD#: 6930043
928 Grand, Kansas City, MO 64106

Chloe Alexander (CRD# 6930043) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 5 years of experience in the finance industry.

2
Deborah L. Alexander
CRD#: 4444456
928 Grand, Kansas City, MO 64106

Deborah Alexander (CRD# 4444456) 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.

3
Gregory A. Aman
CRD#: 3183807
7700 Forsyth Blvd, Suite 120, Clayton, MO 63105

Gregory Aman (CRD# 3183807) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Clayton, MO and has over 24 years of experience in the finance industry.

4
Narine K. Avanesova
CRD#: 7037643
1670 Broadway, Denver, CO 80202

Narine Avanesova (CRD# 7037643) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 5 years of experience in the finance industry.

5
Peter L. Bernstein
CRD#: 4806489
1670 Broadway, Denver, CO 80202

Peter Bernstein (CRD# 4806489) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 12 years of experience in the finance industry.

6
Peter F. Braun
CRD#: 2139389
1010 Grand, Kansas City, MO 64106

Peter Braun (CRD# 2139389) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 31 years of experience in the finance industry.

7
Ellen S. Burris
CRD#: 3141542
4900 Main Street, Kansas City, MO 64112

Ellen Burris (CRD# 3141542) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 24 years of experience in the finance industry.

8
James M. Carlile
CRD#: 6553249
928 Grand, Kansas City, MO 64106

James Carlile (CRD# 6553249) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 8 years of experience in the finance industry.

9
Chad W. Clement
CRD#: 4350255
4200 W 115th Street, Leawood, KS 66211

Chad Clement (CRD# 4350255) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 23 years of experience in the finance industry.

10
David M. Compere
CRD#: 5325195
1150 E Battlefield, Springfield, MO 65807

David Compere (CRD# 5325195) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Springfield, MO and has over 16 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.