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.
4200 W 115th Street, Leawood, KS, 66211
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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 →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.