Benjamin Joseph Skilling

Employer firm

Umb Private Wealth Management, LLC CRD 306374

$125M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2007 → 07/2021
  Waddell & Reed, Inc
  Shawnee Mission, KS
• 07/2021 → 09/2021
  Lpl Financial Llc
  Overland Park, KS
• 09/2021 → Present
  Umb Bank
  Kansas City, MO
• 10/2021 → Present
  Umb Financial Services Inc
  Kansas City, MO

Previous Registrations

• 2021-10-21 → 2026-04-14
  Umb Financial Services, Inc.
  Leawood, KS
  Kansas City, MO
  Leawood, KS
  Overland Park, KS
• 2021-07-21 → 2021-09-09
  Lpl Financial Llc
  Overland Park, KS
• 2007-02-20 → 2021-07-21
  Waddell & Reed
  Overland Park, KS
  Overland Park, KS
• 2005-04-20 → 2005-11-07
  New England Securities
  Overland Park, KS

Other Businesses

1) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 09/27/21, 152 hours per month allocated to UMB Bank during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2003-09-03

Designations

• Certified Financial Planner

Other Names

• Ben Joseph Skilling