Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
This brochure describes UMBFSI’s advisory services. Please refer to the Managed Account Solutions Program Fees section below for additional information about fees associated with your account.
Areas of Practice
Advisor Information
Office location
4200 W 115th Street, Leawood, KS, 66211
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Chad is a Big Brother/Mentor for Big Brothers Big Sisters, dedicating a few hours per week. He is also a licensed agent selling fixed rate insurance products and services for UMB Insurance, allocating minimal time to this. Finally, Chad works as a financial services professional for UMB Bank, dedicating nearly full-time hours.