ER
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
Loading...
Advisor Information
Office location
1010 Grand, Kansas City, MO, 64106
Get directionsRegulatory 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.
Learn about disclosures →Other Business Activities
Eric works for UMB Bank as a financial services professional, dedicating nearly full-time hours. He also spends about 10-20% of his time on Nelson Hill LLC, a non-investment related business selling handmade leather golf goods.
Employment History
Current Registrations
Umb Financial Services, INC.
March 2024 - Present · 1 yr 10 mos
Umb Financial Services, INC.
January 2024 - Present · 2 yrs
Umb Financial Services, INC. Broker
January 2024 - Present · 2 yrs
State Registrations3 states
COKSMO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.