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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
2 South Broadway, St. Louis, MO, 63102
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
Chad works as a financial services professional providing investment management services at UMB Bank, dedicating nearly full-time hours to this role. This activity is investment-related.
Employment History
Current Registrations
Umb Financial Services, INC.
February 2017 - Present · 8 yrs 11 mos
State Registrations3 states
AZFLMO
Advisor
Exams
No exam information available for this advisor.