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 64106
Credentials
Series 66
Industry experience
3 years
Thomas Ford is a financial advisor at UMB Financial Services, Inc. in Kansas City, MO, with three years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise Financial Services and Primerica. Outside of his advisory role, he is the owner and system administrator of a SaaS application that connects users to pre-existing data sources via hyperlinks. UMB Financial Services, Inc. primarily provides investment advisory and brokerage services to institutional clients, pooled vehicles, and municipal entities through its UMB Managed Account Solutions wrap-fee program. The firm employs a combination of model-based and manager-driven investment approaches and offers access to a range of mutual funds, ETFs, municipal securities, and fixed income instruments.
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
928 Grand
Kansas City, MO 64106
Missouri
UMB Financial Services Inc
2023 - Present (3 years)
Ameriprise Financial Services
2022 - 2023 (1 year)
Primerica Advisors
2022 - 2022 (1 year)
Primerica Financial services
2022 - 2022 (1 year)
Beachside Creamery
2022 - 2022 (1 year)
UnEmployed
2021 - 2022 (1 year)
Kansas City University
2016 - 2021 (5 years)
HIGH SCHOOL
2012 - 2016 (4 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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