Umb Financial Services, Inc.

Firm record

As recorded in SEC IAPD

Firm CRD

17073

SEC number

801-62967

Firm type

RIA

Assets under management

$5.0M as of Apr 14, 2026

Website

www.umb.com/wealth-management/investing ↗

Phone

816-842-2222

Address

928 Grand Blvd, Kansas City, MO, 64106

Advisors at this firm

100 in our index · page 1 of 2

• Deborah Lucille AlexanderCRD 4444456 · Kansas City, MO
  IA RegisteredBroker
• Gregory Arvis AmanCRD 3183807 · Clayton, MO
  IA RegisteredBroker
• Chloe Elizabeth AlexanderCRD 6930043 · Kansas City, MO
  IA RegisteredBroker
• James Livingston ArthurCRD 7084017 · Dallas, TX
  Broker
• Narine Karenovna AvanesovaCRD 7037643 · Denver, CO
  IA RegisteredBroker
• Rick Lee BeaverCRD 2625906 · Kansas City, MO
  Broker
• Twila Kay BerrymanCRD 2971523 · Kansas City, MO
  Broker
• Dail Brown BlakeCRD 2693031 · Leawood, KS
  IA RegisteredBroker
  Disclosure event(s) on record
• George Russell BobbittCRD 5089229 · Dallas, TX
  Broker
• Jay Richard BosterCRD 2088177 · Kansas City, MO
  Broker
• Melissa Lynn BuckCRD 6403255 · Denver, CO
  Broker
• Leighton Price BrewCRD 6164358 · Kansas City, MO
  Broker
• Evan Jameson BuckoCRD 7860406 · Kansas City, MO
  Broker
• Todd M BurnsCRD 5206274 · Dallas, TX
  Broker
• James Michael CarlileCRD 6553249 · Kansas City, MO
  IA RegisteredBroker
  Disclosure event(s) on record
• Patrick Vincent CarvellCRD 5727186 · Dallas, TX
  Broker
• Sherie Lynn CatlettCRD 1470360 · Dallas, TX
  Broker
• Chad William ClementCRD 4350255 · Leawood, KS
  IA RegisteredBroker
• Michael D ClevelandCRD 2680097 · Belleville, IL
  IA RegisteredBroker
• Amy Michelle ConeyCRD 4958615 · St. Louis, MO
  Broker
• William Thomas ConroyCRD 2589590 · Edison, NJ
  Broker
• Scott Anthony CristCRD 4587463 · Kansas City, MO
  Broker
• Daniel Dequin CallahanCRD 2618201 · Austin, TX
  Broker
• Bradley Ty CollierCRD 6446983 · Kansas City, MO
  Broker
• Nicholas Peyden CurryCRD 6981509 · Kansas City, MO
  Broker
• Jeffrey Marshall DuchinCRD 2804999 · Dallas, TX
  Broker
• Stephen A DumontCRD 4567515 · Kansas City, MO
  Broker
• Brandon Michael DinwiddieCRD 7462619 · Dallas, TX
  Broker
• Richard Austin DoddCRD 7664198 · Kansas City, MO
  Broker
• Leila DouglasCRD 6482790 · Kansas City, MO
  BrokerRegistration inactive
• Darci Nicole EmersonCRD 4521817 · Kansas City, MO
  IA RegisteredBroker
• Joaquin Christian EscamilleCRD 5095367 · Dallas, TX
  Broker
• Yvette Ann Espinoza-EnghCRD 2369363 · Dallas, TX
  Broker
• Patricia L. FeurerCRD 4182528 · Leawood, KS
  Broker
• Martin Eugene GamboaCRD 1823174 · Dallas, TX
  Broker
• Angela Gaye GatesCRD 2626070 · Kansas City, MO
  IA RegisteredBroker
• Kevin Christopher HoseyCRD 6338607 · Blue Springs, MO
  IA RegisteredBroker
• Colin James HorningCRD 6715414 · Scottsdale, AZ
  IA Registered
• Christopher Andrew JoniakCRD 7429250 · Edison, NJ
  Broker
• Ilya KatsmanCRD 5013446 · Kansas City, MO
  Broker
• John Muir KilroyCRD 4361173 · Kansas City, MO
  Broker
• Stephen Michael KittsCRD 1454457 · Kansas City, MO
  Broker
• Phillip Michael KlevornCRD 4852039 · St. Louis, MO
  IA RegisteredBroker
• Heather Leeann KnickerbockerCRD 2765574 · Kansas City, MO
  Broker
• Matthew Aloy KochCRD 6057197 · Kansas City, MO
  Broker
• Goran KojadinovicCRD 7173977 · Kansas City, MO
  Broker
• Michael Jacob KolbCRD 5186344 · Kansas City, MO
  Broker
• Kristin Marie KoziolCRD 2872549 · Kansas City, MO
  Broker
• Jeremy David KingCRD 7089907 · Kansas City, MO
  Broker
• Kyle Chandler KudrnaCRD 7984044 · Leawood, KS
  Broker

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.