Eric
Riner

Umb Financial Services, Inc

CRD#5411901
Investment Advisor
in Kansas City, MO

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About this Advisor

Eric Riner is a financial advisor based in Kansas City, Missouri, working with Umb Financial Services, Inc. Eric has previously held positions at Umb Bank and Umb Financial Services Inc. Eric has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Eric 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

1010 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

Eric Riner Work History

2023 - Present (1 year)

Umb Financial Services Inc

2013 - Present (11 years)

Umb Bank

Disclosures

Please visit the SEC profile of Eric Riner 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

Darci Emerson
Kansas City, MO
Steven Anderson
Kansas City, MO
Mckenna Botts
Denver, CO
Jeffery Wagner
Kansas City, MO
Daniel Horan
Colorado Springs, CO
Chloe Alexander
Kansas City, MO
Jordan Taylor
Kansas City, 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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