Bryan Esarco

Current Employers

Employment History

• 11/2024 → Present
  Umb Bank N.A.
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO
• 09/2023 → 11/2024
  Porte Brown
  Mchenry, IL
• 09/2022 → 09/2023
  Sitzberger Advisors
  Lake Geneva, WI
• 01/2001 → 09/2022
  Aje Associates, Pc
  Lake Geneva, WI

Other Businesses

1) UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, provide Business Exit Planning Solutions, 11/2024, 160 per month; 140 hours per month during trading; duties include data gathering and development of recommendations for business exit strategies 2) Geneva Brokers, Inc, non-investment related, 416 Fair Oaks Drive, Williams Bay, WI 53191, Accounting / Tax service, 2017, used to teach ETA class which takes about 4 hours per month, 0 hours during trading; Also prepare tax returns for friends/family 3) Gab Fitness, non-investment related, 416 Fair Oaks Drive, WIlliams Bay, WI 53191, fitness boutique, Fractional CFO and investor, 2023, 0 hours per month; 0 hours per month during trading. duties include providing guidance and help with finances as needed. 4) 3 Bees Investing LLC, investment related, 416 Fair Oaks Drive, WIlliams Bay, WI 53191, commercial real estate building, 12/24, 2 hours per month; 0 hours during trading; rental real estate properly.

Exams

• S65 Uniform Investment Adviser Law Examination
  2026-02-09