David M. Kuebelbeck

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

• 08/2001 → Present
  Umb Bank
  Kansas City, MO
• 05/2026 → Present
  Umb Private Wealth Management, Llc
  Kansas City, MO

Other Businesses

UMB Bank, N.A. investment related, 1010 Grand Blvd - 3rd FL, Kansas City, MO 64106, investment management, 08/2001, 160 hours per month, 140 hours per month during trading hours, duties include implement and manager portfolio including specific investment strategies

Exams

• S66 Uniform Combined State Law Examination
  1999-08-11

Designations

• Certified Financial Planner

Other Names

• David Michael Kuebelbeck