Darci
Emerson

Umb Financial Services, Inc

CRD#4521817
Investment Advisor
in Kansas City, MO

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About this Advisor

Darci Emerson is a financial advisor based in Kansas City, Missouri, working with Umb Financial Services, Inc. Darci has previously held positions at Coastal Federal Credit Union, Umb Bank, and Umb Financial Services Inc. Darci has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Darci is part of Umb Financial Services, Inc, which operates out of Kansas City, Missouri. 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

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

$730,778

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

58

MO Average: 458
Total Number of Accounts

1

MO Average: 33,415
Average Account Size

$730,778

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

Darci Emerson Work History

2014 - Present (11 years)

Umb Bank

2014 - Present (11 years)

Umb Financial Services Inc

2014 - 2014 (< 1 year)

Coastal Federal Credit Union

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Darci Emerson 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

Steven Anderson
Kansas City, MO
Mckenna Botts
Denver, CO
Darci Emerson
Kansas City, MO
Michael Cleveland
Belleville, IL
Shane Toner
Kansas City, MO
Daniel Horan
Colorado Springs, CO
Jan Heaman
Saint Louis, MO
Tyler Mcallister
Saint Louis, 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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