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Brian William Rellstab

UMB Financial Services, Inc.

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About Brian William Rellstab

Brian Rellstab is a financial advisor at UMB Financial Services, Inc. Brian has been in the financial industry since 1995. Brian has previously worked with Esposito Securities, LLC, Southwest Securities, Inc., First Tryon Securities, LLC, Wells Fargo Advisors, LLC, and A. G. Edwards & Sons, Inc. Brian holds the Series 7, Series 24, Series 63 and SIE licenses. Brian specializes in providing financial planning, portfolio management for individuals and businesses. Brian has 1 client with $730,778 in assets under management. Brian's office is located at 5910 N Central Express Way, Suite 1900, Dallas, TX 75206.

Firm Information

Brian Rellstab 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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Brian Rellstab’s Registration & Firm History

TX

04/08/2016 - Present

UMB Financial Services, Inc. (Dallas TX)

TX

10/08/2014 - 12/22/2015

ESPOSITO SECURITIES, LLC (DALLAS TX)

TX

02/02/2012 - 07/28/2014

SOUTHWEST SECURITIES, INC. (DALLAS TX)

NC

06/18/2009 - 11/01/2011

FIRST TRYON SECURITIES, LLC (CHARLOTTE NC)

MO

01/01/2008 - 05/26/2009

WELLS FARGO ADVISORS, LLC (ST. LOUIS MO)

MO

04/06/1994 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

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Licenses & Designations

BC

Issued 02/28/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2005

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/09/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Brian William Rellstab.
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