Darci
Emerson
Umb Financial Services, Inc
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About this Advisor
Darci Emerson is a financial advisor based in Kansas City, Missouri with a total of 9 years of industry experience. Emerson works at Umb Financial Services, Inc. Throughout their career, Emerson has worked at Corporate Network Brokerage Services, Inc, Coastal Federal Credit Union, Umb Bank and Umb Financial Services Inc. Emerson has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is able to operate in Missouri. Umb Financial Services, Inc is a firm headquartered in Kansas City, MO. The investment advisory business has offices in 16 locations and a total of 62 advisors. It administers $1 million in total assets among its five accounts, placing it among the smaller firms in the country by assets under management. Umb Financial Services, Inc provides a few services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Fees for financial advice are based on the type of financial services provided. Fees charged by Umb Financial Services, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Umb Financial Services, Inc Brokerage Details
$1,398,494
62
5
$279,699
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
Darci has been registered as a financial advisor for 9 years.*
Umb Bank
Umb Financial Services Inc
Coastal Federal Credit Union
Corporate Network Brokerage Services, Inc
*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 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
Springfield, MO
Belleville, IL
Leawood, KS
Leawood, KS
Kansas City, MO
Kansas City, MO
Kansas City, MO
Saint Louis, MO
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