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
Overland Park, KS
Credentials
Series 63, Series 66
Industry experience
23 years
Wayne Oltjen is a financial advisor with UMB Financial Services, Inc. in Overland Park, KS, holding Series 63 and Series 66 licenses and 23 years of industry experience. He has been affiliated with UMB Insurance Inc, UMB Financial Services Inc, and UMB Bank since 2007. Oltjen serves on the Investment Committee of the Church of the Resurrection Foundation Board of Directors, including time as committee chair. 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, offering a range of investment options including mutual funds, ETFs, and fixed income instruments. The firm employs a combination of model-based and manager-driven strategies and maintains affiliations with UMB Bank and UMB Investment Management to support portfolio construction and custody.
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
Overland Park, KS
Kansas · Missouri
UMB Insurance Inc
2007 - Present (19 years)
UMB Financial Services Inc
2007 - Present (19 years)
UMB Bank
2007 - Present (19 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
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Series 63, Series 66
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CFP®, Series 63, Series 65
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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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