Best Investors Account Sign in
Current Employers
Umb Private Wealth Management, Llc

1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2026-05-18
  • MO RA
    APPROVED
    Since 2026-05-18

Branch Locations

4900 Main , Kansas City, MO 64112 • United States

1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Demarche Overland Park KS 02/2022 06/2024
Umb Financial Corp Kansas City MO 06/2024 05/2026
Umb Private Wealth Management, Llc Kansas City MO 05/2026 Present
Minnesota Life Insurance Company St Paul MN 01/2021 02/2022
Securian Financial Services Inc St Paul MN 01/2021 02/2022
Renaissance Financial Overland Park KS 01/2021 02/2022
On The Border Leawood KS 05/2018 10/2020
Big Biscuit Overland Park KS 05/2018 08/2018
Nolan Law Firm Kirksville MO 05/2019 08/2019
Walgreens Leawood KS 09/2015 10/2016
Blue Valley High School Overland Park KS 08/2013 06/2017
Truman State University Kirksville MO 07/2017 05/2021
  • 02/2022 → 06/2024
    Demarche
    Overland Park, KS
  • 06/2024 → 05/2026
    Umb Financial Corp
    Kansas City, MO
  • 05/2026 → Present
    Kansas City, MO
  • 01/2021 → 02/2022
    Minnesota Life Insurance Company
    St Paul, MN
  • 01/2021 → 02/2022
    Securian Financial Services Inc
    St Paul, MN
  • 01/2021 → 02/2022
    Renaissance Financial
    Overland Park, KS
  • 05/2018 → 10/2020
    On The Border
    Leawood, KS
  • 05/2018 → 08/2018
    Big Biscuit
    Overland Park, KS
  • 05/2019 → 08/2019
    Nolan Law Firm
    Kirksville, MO
  • 09/2015 → 10/2016
    Walgreens
    Leawood, KS
  • 08/2013 → 06/2017
    Blue Valley High School
    Overland Park, KS
  • 07/2017 → 05/2021
    Truman State University
    Kirksville, MO
Previous Registrations
  • 2021-10-12 → 2022-03-17
    Securian Financial Services, Inc.
    Overland Park, KS
Other Businesses

UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Investment Strategist, 06/2024, 160 hours per month, 140 hours per month during trading, Duties include coordinating investment reviews on complex investment situations, present investment recommendations, keep clients updated, informed and educated regarding markets and their portfolio, prepare reports as needed

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-05
  • S66 Uniform Combined State Law Examination
    2021-10-05
Designations
Other Names
  • Regan Hamilton

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Kansas City, MO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor