BS
CFP

Benjamin Joseph Skilling

21 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)
Number of Advisors
54 advisors
Number of Clients
1 client
Average Client Portfolio
$3.1M average
Assets Under Management
$3.1M

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
Investment Management
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Advisor Information

Office location

4200 W 115th Street, Leawood, KS, 66211

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Regulatory History
Clean regulatory record

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.

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Other Business Activities

Benjamin is the Chairman of the Board for the Financial Planning Asso of Greater KC, dedicating minimal time. He also works as a financial services professional for UMB Bank, dedicating nearly full-time hours.

Employment History
Current Registrations
Umb Financial Services, INC.
October 2021 - Present · 4 yrs 3 mos
Umb Financial Services, INC. Broker
October 2021 - Present · 4 yrs 3 mos
Umb Financial Services, INC.
October 2021 - Present · 4 yrs 3 mos
Previous Registrations
LPL Financial LLC Broker
July 2021 - September 2021 · 2 mos
LPL Financial LLC
July 2021 - September 2021 · 2 mos
Waddell & ReedBroker
February 2007 - July 2021 · 14 yrs 5 mos
Waddell & Reed
February 2007 - July 2021 · 14 yrs 5 mos
State Farm Vp Management CORP.Broker
December 2005 - February 2007 · 1 yr 2 mos
New England Securities Corporation
April 2005 - November 2005 · 7 mos
New England SecuritiesBroker
October 2003 - November 2005 · 2 yrs 1 mo
State Registrations1 state
KS
AdvisorBrokerBoth
Exams
No exam information available for this advisor.