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
Kansas City, MO
Credentials
CFP®
Industry experience
11 years
Steven Anderson is a CFP® professional with 11 years of experience in the financial services industry. He is currently with UMB Financial Services, Inc. and UMB Insurance, having joined the UMB organization in 2023 after working at Triune Financial Partners, LLC and Waddell & Reed, Inc. He serves on the advisory council for St. Therese Catholic School and is an instructor for CFP® education courses through Dalton Education LLC. 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 investment approaches and offers multiple program options including fixed income and municipal securities 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
Kansas City, MO
Kansas · Missouri
UMB Insurance
2023 - Present (3 years)
UMB Financial Services Inc
2023 - Present (3 years)
UMB Bank
2023 - Present (3 years)
Triune Financial Partners, LLC
2021 - 2023 (2 years)
Ivy Distributors, Inc
2014 - 2021 (7 years)
Waddell & Reed, Inc
2014 - 2021 (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.
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