Jeffery
Wagner

Umb Financial Services, Inc

CRD#6817714
Investment Advisor
in Kansas City, MO

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About this Advisor

Jeffery Wagner is a financial advisor working in Kansas City, Missouri with 1 year of industry experience. Wagner works at Umb Financial Services, Inc. Over the course of their career, Wagner has held roles at Hertz Car Rental & Sales, Healthcare Solution Team, Burlington Northern Santa Fe, Resolutezero Inc, Waddell & Reed, Inc, Copper Financial Network LLC, Go Brolly Communications, Umb Bank and Umb Financial Services Inc. Wagner maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Missouri. Umb Financial Services, Inc is a firm operating out of Kansas City, MO. It has offices in 16 locations and a total of 62 employees. It controls $1 million in assets under management between its five accounts, placing it among the smaller firms in the nation by assets under management. Umb Financial Services, Inc has a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees charged by financial advisors vary depending on the type of services. Fees billed by Umb Financial Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

1 year

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

928 Grand
Kansas City, MO 64106

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$1,398,494

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

62

MO Average: 458
Total Number of Accounts

5

MO Average: 33,415
Average Account Size

$279,699

MO Average: $343,232

Investment Advisory Services

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

Jeffery Wagner Work History

Jeffery has been registered as a financial advisor for 1 years.*

2022 - Present (2 years)

Umb Bank

2022 - Present (2 years)

Umb Financial Services Inc

2021 - 2022 (1 year)

Go Brolly Communications

2020 - 2021 (1 year)

Copper Financial Network LLC

2017 - 2018 (1 year)

Resolutezero Inc

2017 - 2020 (3 years)

Waddell & Reed, Inc

2016 - 2017 (1 year)

Healthcare Solution Team

2013 - 2017 (4 years)

Burlington Northern Santa Fe

2011 - 2013 (2 years)

Hertz Car Rental & Sales

*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 Jeffery Wagner 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

Brenna Staples
Springfield, MO
Michael Cleveland
Belleville, IL
Daniel Horan
Colorado Springs, CO
James Carlile
Kansas City, MO
Landon Jensen
Leawood, KS
Katherine Shands
Saint Louis, MO
Jordan Taylor
Kansas City, MO
James Cornelius
Kansas City, MO

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.

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