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Gavin Johnson Doyle

Umb Financial Services, Inc.

Leawood, KS

Galena, IL

Dubuque, IA

Rockford, IL

Monroe, WI

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Current Employers
Umb Financial Services, Inc.

928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2025-09-25
WV RA APPROVED 2025-09-02
MI RA APPROVED 2025-08-29
MT RA APPROVED 2025-08-27
AZ RA APPROVED 2025-08-26
FL RA APPROVED 2025-08-26
CA RA APPROVED 2025-08-15
IL RA APPROVED 2025-08-15
IA RA APPROVED 2025-08-15
NM RA APPROVED 2025-08-15
WI RA APPROVED 2025-08-15
  • NE RA
    APPROVED
    Since 2025-09-25
  • WV RA
    APPROVED
    Since 2025-09-02
  • MI RA
    APPROVED
    Since 2025-08-29
  • MT RA
    APPROVED
    Since 2025-08-27
  • AZ RA
    APPROVED
    Since 2025-08-26
  • FL RA
    APPROVED
    Since 2025-08-26
  • CA RA
    APPROVED
    Since 2025-08-15
  • IL RA
    APPROVED
    Since 2025-08-15
  • IA RA
    APPROVED
    Since 2025-08-15
  • NM RA
    APPROVED
    Since 2025-08-15
  • WI RA
    APPROVED
    Since 2025-08-15

Branch Locations

4200 W 115Th Street, Leawood, KS 66211 • United States

716 South Bench Street, Galena, IL 61036 • United States

2196 Holliday Dr, Dubuque, IA 52002 • United States

4571 Guilford Road, Rockford, IL 61107 • United States

1717 10Th Street, Monroe, WI 53566 • 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
Lpl Financial Llc Galena IL 05/2015 08/2025
Illinois Bank And Trust Galena IL 05/2015 08/2025
Umb Financial Services Inc Kansas City MO 08/2025 Present
Umb Bank Kansas City MO 08/2025 Present
Umb Insurance Inc Kansas City MO 08/2025 Present
  • 05/2015 → 08/2025
    Lpl Financial Llc
    Galena, IL
  • 05/2015 → 08/2025
    Illinois Bank And Trust
    Galena, IL
  • 08/2025 → Present
    Umb Financial Services Inc
    Kansas City, MO
  • 08/2025 → Present
    Umb Bank
    Kansas City, MO
  • 08/2025 → Present
    Umb Insurance Inc
    Kansas City, MO
Previous Registrations
  • 2015-05-28 → 2025-08-27
    Lpl Financial Llc
    Galena, IL
    Monroe, WI
    Stockton, IL
    Madison, WI
    Galena, IL
    Elizabeth, IL
    Rockford, IL
  • 2007-10-30 → 2014-07-29
    Global Portfolio Strategies, Inc.
    Dubuque, IA
Other Businesses

1) Northwest Illinois Economic Development Asso, Non-Investment Related, Hanover, IL, promotes economic development, 8 hours per month 2) UMB Insurance, investment-related, 928 Grand Blvd., Kansas City, MO, 64106, fixed rate insurance products and services, licensed agent, start date 08/15/2025, 8 hours per month allocated to UMB Insurance during normal business hours 3) UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, financial services professional, start date 08/15/2025, 8 hours per month allocated to UMB Bank during normal business hours

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2007-10-29
S63 Uniform Securities Agent State Law Examination 2005-06-01
  • S65 Uniform Investment Adviser Law Examination
    2007-10-29
  • S63 Uniform Securities Agent State Law Examination
    2005-06-01
Other Names
  • Gavin Doyle

View on SEC IAPD

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TFB ADVISORS, LLC
BEACON WEALTH ADVISORY
FREESTATE ADVISORS LLC
GAUGHAN & CONNEALY WEALTH MANAGEMENT, LLC

Other Investors

COREY RANDALL BIERL
JASON BRETT COLE
JAY PATRICK SIMPSON
MATTHEW JOHN SCHOENFELD
NATHAN DAVID PAULSON
Michael Nathan Paulson
MICHAEL FRANK BACA
THOMAS SCOTT WOODWARD

Other Offices

LPL FINANCIAL LLC · LEAWOOD, KS
LPL FINANCIAL LLC · LEAWOOD, KS
STATE FARM INVESTMENT MANAGEMENT CORP. · Leawood, KS
FIRST NATIONAL ADVISERS, LLC · Overland Park, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · OVERLAND PARK, KS
TFB ADVISORS, LLC · OVERLAND PARK, KS
BEACON WEALTH ADVISORY · OVERLAND PARK, KS

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