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Nathan Michael Wehrman

Umb Private Wealth Management, LLC

Kansas City, MO

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Current Employers
Umb Private Wealth Management, Llc

1010 Grand 3Rd Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-08-18
  • MO RA
    APPROVED
    Since 2023-08-18

Branch Locations

1010 Grand Blvd, Kansas City, MO 64105 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Samson Capital Management Leawood KS 05/2017 11/2022
Deloitte & Touche Kansas City MO 08/2015 05/2017
Umb Family Wealth Kansas City MO 11/2022 Present
  • 05/2017 → 11/2022
    Samson Capital Management
    Leawood, KS
  • 08/2015 → 05/2017
    Deloitte & Touche
    Kansas City, MO
  • 11/2022 → Present
    Umb Family Wealth
    Kansas City, MO
Previous Registrations
  • 2017-08-29 → 2019-11-04
    Samson Capital Management, Llc
    Leawood, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-29
  • S65 Uniform Investment Adviser Law Examination
    2017-08-29
Designations

View on SEC IAPD

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Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

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