David
Compere
Umb Financial Services, Inc
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About this Advisor
David Compere is a certified financial planner working in Springfield, Missouri, with 8 years of industry experience. Compere is an employee of Umb Financial Services, Inc. Over the course of their career, they have held roles at Lawing Financial Inc, Cambridge Investment Research, Inc, Umb Financial Services Inc, Umb Insurance Inc and Umb Bank. Compere maintains a Series 63 license, which qualifies them as a securities broker, and is registered to operate in Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Illinois, Iowa, Kansas, Minnesota, Missouri, Oklahoma, Texas and Wyoming. Umb Financial Services, Inc is a business operating out of Kansas City, MO. It has offices in 16 locations and a total of 62 people on staff. It controls $1 million in total assets between its five client accounts, making it one of the smaller firms in the nation by assets under management. The business provides a set of services, including financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. Financial advisory fees depend on the type of financial services offered. However, 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
David Compere Work History
David has been registered as a financial advisor for 8 years.*
Umb Financial Services Inc
Umb Insurance Inc
Umb Bank
Cambridge Investment Research, Inc
Lawing Financial 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 David Compere 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
Belleville, IL
Springfield, MO
Leawood, KS
Saint Louis, MO
Kansas City, MO
Colorado Springs, CO
Kansas City, MO
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.
