Michael Joseph Diederich

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

• 02/2003 → Present
  Umb Financial Corp
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO

Previous Registrations

• 2003-02-07 → 2003-02-13
  Vsr Financial Services, Inc.
  Overland Park, KS
• 2000-05-10 → 2003-02-07
  The Masters, Inc.
  Overland Pk, KS

Other Businesses

UMB Bank N.A., investment related, 1010 Grand Blvd -3rd FL, Kansas City, MO 64106, Investment Management, Director of Portfolio Management, 2/2003, 160 hours per month; 140 hours per month during trading time (insert duties here)

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-01
• S63 Uniform Securities Agent State Law Examination
  1995-06-06

Designations

• Certified Financial Planner

Other Names

• Michael Joesph Diederich