Colin
Horning
Umb Financial Services, Inc
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About this Advisor
Colin Horning is a financial advisor operating in Scottsdale, Arizona with a total of 7 years of industry experience. Horning currently works for Umb Financial Services, Inc. Throughout their career, Horning has worked at Meridian Bank, Umb Bank and Umb Financial Services Inc. Horning has a Series 65 license, qualifying them as an investment advisor representative, and is approved to serve investors in Arizona and California. Umb Financial Services, Inc is a financial advisory company based in Kansas City, MO. The firm has offices in 16 locations and a total of 62 advisors. It administers $1 million in assets under management across its five client accounts, placing it among the smaller financial advisory firms in the United States by assets under management. The company has a set of services, such as financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advisory services typically are based on which services the firm provides the client. However, fees billed by Umb Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Umb Financial Services, Inc Brokerage Details
$1,398,494
62
5
$279,699
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Colin Horning Work History
Colin has been registered as a financial advisor for 7 years.*
Umb Financial Services Inc
Umb Bank
Meridian Bank
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Colin Horning to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Umb Financial Services, Inc
Belleville, IL
Springfield, MO
Saint Louis, MO
Leawood, KS
Kansas City, MO
Kansas City, MO
Scottsdale, AZ
Colorado Springs, CO
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
