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14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-17 |
| KS | RA | APPROVED | 2026-07-29 |
| MO | RA | APPROVED | 2026-07-29 |
| NE | RA | APPROVED | 2026-07-29 |
Branch Locations
One Ward Parkway, Kansas City, MO 64112 • United States
14010 Fnb Parkway Suite 200, Omaha, NE 68154 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 02/2014 | 04/2021 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 02/2014 | 06/2021 |
| Triune Financial Partners, Llc | Overland Park | KS | 06/2021 | 01/2023 |
| Umb Bank | Kansas City | MO | 01/2023 | Present |
| Umb Financial Services Inc | Kansas City | MO | 02/2023 | Present |
| Umb Insurance | Kansas City | MO | 02/2023 | Present |
| Umb Private Wealth Management Llc | Kansas City | MO | 05/2026 | Present |
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