Roderic
Russell

Umb Financial Services, Inc

CRD#1817655
Investment Advisor
in Kansas City, MO
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About this Advisor

Roderic Russell is a certified financial planner located in Kansas City, Missouri. Currently a registered financial advisor at Umb Financial Services, Inc, Russell has a notable 31 years of practice as a financial advisor. Russell maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative. Russell is registered to advise customers based out of Arizona, Florida, Massachusetts, Ohio, Wisconsin, Arkansas, California, Colorado, Kansas, Minnesota, Missouri, North Carolina and Texas. Throughout their career, they have worked at Umb Scout Brokerage Services, Inc and United Missouri Bank, N.A. Umb Financial Services, Inc is headquartered in Kansas City, Missouri, and has 27 other brick-and-mortar locations in the United States. Overall, Umb Financial Services, Inc oversees $24 million in assets throughout 71 client accounts and employs more than 70 people. The amount of assets the firm manages places it among the smaller financial advisory firms in the United States. None of the advisory firm's 71 clients are deemed high-net-worth individuals, who are defined as investors who have more than $1 million in investable assets. Umb Financial Services, Inc provides financial planning services, portfolio management for individuals and small businesses and portfolio management for institutional clients. The firm may charge clients asset-based fees.

Certifications and Registrations

Series 63, Series 65, Certified Financial Planner

Years of Experience

31 years

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

Disclosures

No

Office Location

1310 Carondelet
Kansas City, MO 64114

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Umb Financial Services, Inc Brokerage Details

Total Assets Under Management

$23,640,344

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

70

MO Average: 458
Total Number of Accounts

71

MO Average: 33,415
Average Account Size

$332,963

MO Average: $343,232

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Roderic Russell Work History

Roderic has 31 years of experience.

1992 - Present (27 years)

Umb Scout Brokerage Services, Inc

1987 - Present (32 years)

United Missouri Bank, N.A

Disclosures

Roderic Russell has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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