Bernard Loyd Colson

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

• 09/2025 → Present
  Umb N.A
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO
• 06/2022 → 05/2023
  Flotek
  Houston, TX
• 05/2023 → 09/2023
  Unemployed
  Parkville, MO
• 09/2023 → 07/2024
  Energy Vault
  Westlake Village, CA
• 07/2024 → 01/2025
  Unemployed
  Parkville, MO
• 01/2025 → 06/2025
  Centralis Capital
  Leawood, KS
• 06/2025 → 09/2025
  Unemployed
  Parkville, MO
• 08/2017 → 05/2018
  Seaport Global Holdings Llc
  New York, NY
• 08/2017 → 05/2018
  Seaport Global Securities Llc
  Parkville, MO
• 02/2016 → 08/2017
  Clean Focus Corporation
  Sunnyvale, CA
• 05/2018 → 11/2018
  Unemployed
  Parkville, MO
• 11/2018 → 11/2021
  Ivy Investments
  Overland Park, KS
• 11/2021 → 02/2022
  Unemployed
  Parkville, MO
• 02/2022 → 06/2022
  Blc Financial Group
  Parkville, MO

Other Businesses

1) UMB Bank, N.A. Investment related, 1010 Grand Blvd - 3rd Floor, KC MO 64106, banking related private wealth management, Investment Strategist, 09/08/25, 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 2) BMB Real Estate Fund 1, LLC, investment related, 7190 Curth Ridge Parkville MO 64152, real estate investment, member, start date 01/19/19, 4 hours per month / 0 hours per month during trading hours; duties include making real estate investment decisions, managing books of the LLC, etc

Exams

• S63 Uniform Securities Agent State Law Examination
  2010-05-18

Designations

• Chartered Financial Analyst

Other Names

• Bernie Colson