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Benjamin Joseph Skilling

UMB Financial Services, Inc.

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About Benjamin Joseph Skilling

Benjamin Skilling is a financial advisor with UMB Financial Services, Inc. in Leawood, Kansas. Benjamin has been in the industry since 2004 and holds Series 7, 24, and 66 licenses. Benjamin is also a Certified Financial Planner. Benjamin has experience with financial planning, portfolio management for businesses and individuals, and investment management services.

Firm Information

Benjamin Skilling is currently registered with UMB Financial Services, Inc.. UMB Financial Services, Inc. is a corporation that provides investment advisory services to individuals and businesses. The firm has been in operation since 1985 and is headquartered in Kansas City, Missouri. UMB Financial Services, Inc. offers a range of services, including financial planning, portfolio management, and wrap fee programs. The firm is registered with the SEC and is also registered in 52 states.
UMB Financial Services, Inc.

928 GRAND BLVD

KANSAS CITY, MO 64106

$730,778

Assets Under Management

1,301

Total Clients

121

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Benjamin Skilling’s Registration & Firm History

KS

10/21/2021 - Present

UMB Financial Services, Inc. (Leawood KS)

KS

07/21/2021 - 09/09/2021

LPL FINANCIAL LLC (OVERLAND PARK KS)

KS

02/20/2007 - 07/21/2021

WADDELL & REED (OVERLAND PARK KS)

IL

12/16/2005 - 02/02/2007

STATE FARM VP MANAGEMENT CORP. (BLOOMINGTON IL)

NY

10/07/2003 - 11/07/2005

NEW ENGLAND SECURITIES (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/03/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/29/2021

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/06/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Benjamin Joseph Skilling.
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