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Chad William Treacy

UMB Financial Services, Inc.

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About Chad William Treacy

Chad William Treacy is an investment advisor representative at UMB Financial Services, Inc. Chad William Treacy is registered with the state of Missouri as an investment advisor representative. Chad William Treacy is also registered with the state of Arizona and the state of Florida as an investment advisor representative. Chad William Treacy has been working in the financial services industry since November 2011. Chad William Treacy specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals.

Firm Information

Chad Treacy 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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Chad Treacy’s Registration & Firm History

MO

02/27/2017 - Present

UMB Financial Services, Inc. (ST. LOUIS MO)

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Licenses & Designations

IA

Issued 02/27/2017

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Chad William Treacy.
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