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
Series 63, Series 65
Industry experience
11 years
Daniel Shearman is a financial advisor with UMB Financial Services, Inc., holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at Financial Engines Advisors L.L.C., Mariner Wealth Advisors, and Waddell & Reed Inc. He is also affiliated with UMB Bank, n.a. 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 various wrap-fee programs. The firm employs both model-based and manager-driven investment approaches and maintains a unique structure as a registered municipal advisor, FINRA-member broker-dealer, and affiliate of UMB Bank and UMB Investment Management.
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
2025 - Present (1 year)
UMB Bank
2025 - Present (1 year)
YCharts
2025 - 2025 (1 year)
Unemployed
2025 - 2025 (1 year)
Financial Engines Advisors L.L.C.
2023 - 2025 (2 years)
True Peace Financial Solutions
2023 - 2023 (1 year)
DoorDash
2023 - 2023 (1 year)
Mariner Wealth Advisors
2022 - 2023 (1 year)
American Century Investment Services, Inc.
2022 - 2022 (1 year)
Creative Planning LLC
2021 - 2022 (1 year)
GWFS Equities, Inc
2021 - 2021 (1 year)
Ivy Distributors, Inc
2017 - 2021 (4 years)
Waddell & Reed Inc
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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
Overland Park, KS
Prairie Ridge Asset Management, LLC
Series 63, Series 66
Overland Park, KS
Penn Wealth Management
CFP®, Series 63, Series 65
Lenexa, KS
Chladek Wealth Management, LLC
Series 63, Series 65
Overland Park, KS
Nasche Asset Management LLC
Series 65
Overland Park, KS
Retirement Roots Wealth Management LLC
CFP®
Overland Park, KS
Dynamic Wealth LLC
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