BS
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
Sarcoxie, MO
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
Brenna is involved with Staples Livestock Co, Staples Property Management (rental property), Wildwood PTO (Treasurer), and The Staples Joint Revocable Trust (Trustee). She also works full-time for UMB Bank as an investment management services professional.
Employment History
Current Registrations
Umb Financial Services, INC.
August 2022 - Present · 3 yrs 5 mos
Previous Registrations
Umb Financial Services, INC.
March 2019 - November 2021 · 2 yrs 8 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.