Benjamin
Skilling

Umb Financial Services, Inc

CRD#4686294
Investment Advisor
in Leawood, KS

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About this Advisor

Benjamin Skilling is a financial advisor based in Leawood, Kansas, working with Umb Financial Services, Inc. Benjamin has previously held positions at Lpl Financial LLC, Umb Bank, Umb Financial Services Inc, and Waddell & Reed, Inc. Benjamin has passed the Series 66 regulatory exam and is registered to provide services in Kansas. Currently, Benjamin is part of Umb Financial Services, Inc, which operates out of Leawood, Kansas. 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.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets

Office Location

4200 W 115Th Street
Leawood, KS 66211

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$730,778

KS Average: $11,469,110,461
Total Number of Employees

58

KS Average: 458
Total Number of Accounts

1

KS Average: 33,415
Average Account Size

$730,778

KS Average: $343,232

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Benjamin Skilling Work History

2021 - Present (3 years)

Umb Bank

2021 - Present (3 years)

Umb Financial Services Inc

2021 - 2021 (< 1 year)

Lpl Financial LLC

2007 - 2021 (14 years)

Waddell & Reed, Inc

Disclosures

Please visit the SEC profile of Benjamin Skilling 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

Mckenna Botts
Denver, CO
Steven Anderson
Kansas City, MO
Darci Emerson
Kansas City, MO
Tyler Mcallister
Saint Louis, MO
Jan Heaman
Saint Louis, MO
Michael Cleveland
Belleville, IL
Eric Riner
Kansas City, MO
Chloe Alexander
Kansas City, MO

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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