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Overview

Services

Advisor Services

  • Financial Planning

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Waddell & Reed Inc 2 years, 5 months Aug 2013 - Jan 2016
H.D. Vest Advisory Services 9 months Nov 2012 - Aug 2013
H.D. Vest Investment Services 1 year, 2 months Jun 2012 - Aug 2013
MPSC 2 years, 10 months Oct 2010 - Aug 2013
Strategic Resources 1 year, 4 months Jun 2009 - Oct 2010
Various Insurance Carriers for W&R Insurance Agencies 2 years, 8 months Oct 2006 - Jun 2009
Waddell & Reed, Inc. 3 years Jun 2006 - Jun 2009
Us Army 19 years, 9 months Nov 1996 - Present

Designations & Memberships

  • Certified Financial Planner
    Designation
    Certified Financial Planner
    A standard certification for advisors, designees are exposed to nearly 100 topics on integrated financial planning. Major topics include, but not limited to: insurance, employee benefits, securities, state and federal tax, estate tax and planning, asset protection, etc.

Articles and Answers

Insights by Benjamin Ronning

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 2, 2016
FINRA
FINRA
  • license status
    Registered
  • disclosures
    1
  • as of date
    May 3, 2016
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Umb Financial Services, Inc.

Last updated on April 27, 2016
    • $10.8M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 30
      Accounts
    • $359.3K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets