Shane W Toner

Employer firm

Umb Financial Services, Inc. CRD 17073

$5.04M regulatory AUM 2,110 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2013 → 10/2018
  Waddell & Reed Inc
  Overland Park, KS
• 10/2018 → 03/2021
  Communityamerica Financial Solutions
  Lenexa, KS
• 03/2021 → 11/2021
  Unemployed
  Olathe, KS
• 11/2021 → 12/2021
  Amazon
  Edgerton, KS
• 12/2021 → Present
  Umb Financial Services Inc
  Kansas City, MO

Previous Registrations

• 2018-10-31 → 2021-03-04
  Copper Financial
  Lenexa, KS
  Lenexa, KS
  Lenexa, KS
• 2016-01-15 → 2018-10-12
  Waddell & Reed
  Overland Park, KS

Other Businesses

UMB Bank, n.a., investment-related, 1010 Grand Blvd., Kansas City, MO, 64106, investment management services, line of business oversight, start date 05/08/2023, 8 hours per month allocated to UMB Bank during normal business hours

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-15
• S63 Uniform Securities Agent State Law Examination
  2010-09-15

Other Names

• Shane Westin Toner