linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Chris L. Schurman

UMB Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Chris? Claim Your Profile

About Chris L. Schurman

Chris L. Schurman is an investment advisor representative with UMB Financial Services, Inc. Chris has been in the financial industry since June 13, 2015. Chris holds the Series 6, Series 7, Series 31, and Series 63 securities licenses, as well as the Series 65 Investment Advisor license. Chris has been a registered representative of UMB Financial Services, Inc. since March 15, 2021. Chris specializes in financial planning, portfolio management for individuals, and portfolio management for businesses.

Firm Information

Chris Schurman 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.

check

financial planning services

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

check

portfolio management for businesses

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

check

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.

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Chris Schurman’s Registration & Firm History

MO

03/15/2021 - Present

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

MO

10/31/2019 - 01/13/2021

J.P. MORGAN SECURITIES LLC (Kirkwood MO)

NY

01/21/2003 - 02/27/2004

MORGAN STANLEY DW INC. (PURCHASE NY)

NY

06/28/1999 - 12/05/2002

MORGAN STANLEY DW INC. (PURCHASE NY)

Not sure if Chris L. Schurman is right for you?

Licenses & Designations

BC

Issued 11/13/2019

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 07/30/1999

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/28/2019

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 09/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 07/23/1999

Series 31 - Futures Managed Funds Examination

BC

Issued 06/25/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Chris L. Schurman. Review regulatory record here.
Not sure if Chris L. Schurman is right for you?