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).
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Total Assets Under Management1MILLION
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Total Number of Accounts1ACCOUNTS
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Average Account Value$730,778
- 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, 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
Abraham Radmanesh (CRD# 6234967) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 10 years of experience in the finance industry.
Roderic Russell (CRD# 1817655) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 31 years of experience in the finance industry.
Michael Sabetta (CRD# 2834157) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Phoenix, AZ and has over 22 years of experience in the finance industry.
Francis Scheuerman (CRD# 6455141) 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.
Katherine Shands (CRD# 6487735) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Saint Louis, MO and has over 8 years of experience in the finance industry.
Ju Hui Sirithasack (CRD# 6373733) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 7 years of experience in the finance industry.
Benjamin Skilling (CRD# 4686294) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Leawood, KS and has over 20 years of experience in the finance industry.
Craig Sutherland (CRD# 5982486) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 12 years of experience in the finance industry.
Brad Swanson (CRD# 6448596) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Denver, CO and has over 9 years of experience in the finance industry.
Jordan Taylor (CRD# 6230719) is an Investment Advisor Representative working at Umb Financial Services, Inc. in Kansas City, MO and has over 9 years of experience in the finance industry.