Katherine
Shands

Umb Financial Services, Inc

CRD#6487735
Investment Advisor
in Saint Louis, MO

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About this Advisor

Katherine Shands is a financial advisor based in Saint Louis, Missouri, working with Umb Financial Services, Inc. Katherine has previously held positions at Meramec Valley Bank, Umb Bank, and Umb Financial Services Inc. Katherine has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Katherine is part of Umb Financial Services, Inc, which operates out of Saint Louis, 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

2 South Broadway
Saint Louis, MO 63102

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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

Katherine Shands Work History

2014 - Present (11 years)

Umb Bank

2014 - Present (11 years)

Umb Financial Services Inc

2012 - 2014 (2 years)

Meramec Valley Bank

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Katherine Shands 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
Chloe Alexander
Kansas City, MO
Jeffery Wagner
Kansas City, MO
Jan Heaman
Saint Louis, MO
Jason Buford
Kansas City, MO
Brenna Staples
Springfield, 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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