Daniel
Horan
Umb Financial Services, Inc
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About this Advisor
Daniel Horan is a financial advisor based in Colorado Springs, Colorado, working with Umb Financial Services, Inc. Daniel has previously held positions at Cetera Advisors LLC, Djh Consulting, Umb Bank, and Umb Financial Services Inc. Daniel has passed the Series 66 regulatory exam and is registered to provide services in Arizona and Colorado. Currently, Daniel is part of Umb Financial Services, Inc, which operates out of Colorado Springs, Colorado. The firm has 14 offices and 58 employees. The firm manages assets totaling $730.8 thousand and offers services including 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.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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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
Daniel Horan Work History
Umb Financial Services Inc
Umb Bank
Cetera Advisors LLC
Djh Consulting
Disclosures
Please visit the SEC profile of Daniel Horan 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
Kansas City, MO
Denver, CO
Kansas City, MO
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Belleville, IL
Saint Louis, MO
Kansas City, MO
Springfield, MO
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