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Chloe Elizabeth Alexander

Umb Financial Services, Inc.

Kansas City, MO

Kansas City, MO

CRD 6930043

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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:

Current Employers
Umb Financial Services, Inc.

928 Grand Blvd 4Th Floor, Kansas City, MO 64106 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2018-10-22
  • MO RA
    APPROVED
    Since 2018-10-22

Branch Locations

928 Grand, Kansas City, MO 64106 • United States

Kansas City, MO • 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
Starbucks Shawnee KS 05/2013 03/2018
Umb Financial Services Inc Kansas City MO 03/2018 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-19
  • S66 Uniform Combined State Law Examination
    2018-10-19
Other Names
  • Charlie Elizabeth Alexander

View on SEC IAPD

Nearby Firms

STATE FARM INVESTMENT MANAGEMENT CORP.
LPL FINANCIAL LLC
U.S. BANCORP ADVISORS, LLC

Nearby Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley

Nearby Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO

More in Kansas City, MO

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