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
Derby, KS
Credentials
Series 63, Series 66
Industry experience
26 years
Kimberly Gattis is a financial advisor at UMB Financial Services, Inc. with 26 years of industry experience. She holds Series 63 and Series 66 licenses and has been with UMB Financial Services and UMB Bank since 2009. 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 uses a combination of model-based and manager-driven approaches and offers multiple program options including fixed income and mutual fund strategies.
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
Derby, KS
Kansas
UMB Financial Services Inc
2009 - Present (17 years)
UMB Bank
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
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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.
Series 66
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Gary M. Martinez
Series 63, Series 65
Wichita, KS
Coordinated Financial Management
CFP®, Series 66
Wichita, KS
Tomassi Financial Planning, LLC
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