Benjamin
Ronning

Umb Financial Services, Inc

CRD#5127113
Investment Advisor
in Kansas City, MO
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About this Advisor

Benjamin Ronning is a certified financial planner who works out of Kansas City, Missouri, who has 22 years of professional experience. Ronning is an employee of Umb Financial Services, Inc. During their career, the advisor has held roles at H.D. Vest Investment Services, Waddell & Reed, Inc, Various Insurance Carriers For W&R Insurance Agencies, H.D. Vest Advisory Services, Us Army, Waddell & Reed Inc, Mpsc and Strategic Resources. Ronning maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is registered to work in Missouri. Umb Financial Services, Inc is a registered investment business operating out of Kansas City, Missouri. The investment advisory business has offices in 27 locations and a total of 70 advisors. It handles $24 million in assets between its 71 accounts, making it one of the smaller investment advisory firms in the country by assets under management. Umb Financial Services, Inc provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial management fees are based on the type of financial services offered. However, fee types billed by Umb Financial Services, Inc typically consist of asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

22 years

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

Disclosures

Yes

Office Location

1310 Carondelet Drive Suite 400
Kansas City, MO 64114

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$23,640,344

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

70

MO Average: 458
Total Number of Accounts

71

MO Average: 33,415
Average Account Size

$332,963

MO Average: $343,232

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Investment Advisory Services

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

Benjamin Ronning Work History

Benjamin has 22 years of experience.

2013 - 2016 (3 years)

Waddell & Reed Inc

2012 - 2013 (1 years)

H.D. Vest Investment Services

2012 - 2013 (1 years)

H.D. Vest Advisory Services

2010 - 2013 (3 years)

Mpsc

2009 - 2010 (1 years)

Strategic Resources

2006 - 2009 (3 years)

Waddell & Reed, Inc

2006 - 2009 (3 years)

Various Insurance Carriers For W&R Insurance Agencies

1996 - Present (23 years)

Us Army

Disclosures

Benjamin Ronning has disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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