Phillip Michael Klevorn

Employer firm

Umb Financial Services, Inc. CRD 17073

$5.04M regulatory AUM 2,110 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

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

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

Current Employers

Employment History

• 02/2015 → Present
  Umb Bank
  St Louis, MO
• 02/2015 → Present
  Umb Financial Services Inc
  St Louis, MO

Previous Registrations

• 2009-10-23 → 2015-01-30
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Clayton, MO
  St. Louis, MO
• 2005-02-14 → 2009-10-23
  Banc Of America Investment Services, Inc.
  St. Louis, MO
  St. Louis, MO
  St. Louis, MO

Other Businesses

1) CITY OF ST LOUIS TIF COMMISSION; 1015 LOCUST, ST. LOUIS, MO 63101, DESCRIPTION: MEMBER OF 9 MEMBER COMMISSION THAT REVIEWS AND RECOMMENDS ALL REQUESTS FOR TAX INCREMENT FINANCING PROGRAMS WITHIN CITY OF ST. LOUIS, NON-PROFIT ORGANIZATION COMMISSION IS NOT TRADED, 3 HOURS PER MONTH. 2) PHIL KLEVORN LLC 2, RENTAL PROPERTY ACTIVITY, FACILITY THAT IS RENTED OUT AS INVESTMENT, FOR PROFIT, 1 Hour PER MONTH, 5418 RHODES, ST. LOUIS MO 63109, 3) International Institute of St. Louis, Non Profit Social Service Agency, 3401 Arsenal, St. Louis MO 63118, Advisory Board Member, 1 hr/week, 0 Comp, The International Institute is a non profit whose core mission is refugee re-settlement and immigration assimilation. 4) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 02/02/15, 152 hours per month allocated to UMB Bank during normal business hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-02-10

Other Names

• Phillip Klevorn