Daniel Kieffer

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

• 05/2022 → Present
  Umb Bank N.A.
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO
• 08/2016 → 05/2022
  Fifth Third Bank
  Cincinnati, OH

Other Businesses

1) E & J Trailer / Ample Leasing / Fume Capital, non-investment related, treasurer of small business(es) owned in partnerships 1/1/2025 - 40hrs/month, board member of transportation company; 2) UMB Bank, N.A. investment Related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, investment management, Director of Asset Allocation, 05/2022, 120 hours per month, 100 hours per month during trading, Duties include determing strategic asset allocation for model portfolios, reviewing options for making tactical adjustments, and collaborating with other team members such as investment strategies when needed.

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-10-30