Matthew
Connell
Umb Financial Services, Inc
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About this Advisor
Matthew Connell is a financial advisor based in Fountain Hills, Arizona, working with Umb Financial Services, Inc. Matthew has previously held positions at Umb Insurance Inc, Umb Financial Services Inc, and Umb Bank. Matthew has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Arizona, California, Colorado, Florida, Missouri, and Texas. Currently, Matthew is part of Umb Financial Services, Inc, which operates out of Fountain Hills, Arizona. The firm has 14 offices and 58 employees. The firm manages assets totaling $730.8 thousand. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Umb Financial Services, Inc includes asset-based fees.
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Umb Financial Services, Inc Brokerage Details
$730,778
58
1
$730,778
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
Matthew Connell Work History
Umb Insurance Inc
Umb Financial Services Inc
Umb Bank
Disclosures
Please visit the SEC profile of Matthew Connell to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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