Chad
Clement
Umb Financial Services, Inc
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About this Advisor
Chad Clement is a financial advisor based in Leawood, Kansas, working with Umb Financial Services, Inc. Chad has previously held positions at Umb Bank, Umb Financial Services Inc, and Umb Insurance Inc. Chad has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Alaska, Kansas, and Missouri. Currently, Chad 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 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
Chad Clement Work History
Umb Bank
Umb Financial Services Inc
Umb Insurance Inc
Disclosures
Please visit the SEC profile of Chad Clement 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
Leawood, KS
Kansas City, MO
Springfield, MO
Saint Louis, MO
Belleville, IL
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.
