Advisor at UMB Financial Services, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
UMB Financial Services, Inc.
Location
Leawood, KS 66211
Credentials
CFP®, Series 66
Industry experience
22 years
Benjamin Skilling is a CFP® professional with 22 years of industry experience, currently serving at UMB Financial Services, Inc. since 2021. He previously worked for Waddell & Reed, Inc. for 14 years and briefly at LPL Financial. Skilling is also affiliated with UMB Bank in an investment-related capacity. UMB Financial Services, Inc. provides investment advisory and brokerage services primarily to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs a mix of model-based and manager-driven investment approaches and offers multiple program options including FMAX, UMB Fund Advisor, and an Institutional Fixed Income Program.
Based on UMB Financial Services, Inc.
$0 - $1,000,000: 1.45% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.50% $15,000,001+: 0.45%
Account minimum: $25,000
4200 W 115th Street
Leawood, KS 66211
Kansas
UMB Financial Services Inc
2021 - Present (5 years)
UMB Bank
2021 - Present (5 years)
LPL Financial
2021 - 2021 (1 year)
Waddell & Reed, Inc
2007 - 2021 (14 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 66
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Series 65
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Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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