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David M. Compere

UMB Financial Services, Inc.

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About David M. Compere

David M. Compere is a financial advisor who has been in the industry since April 20, 2007. David is currently registered with UMB Financial Services, Inc. and has a total of 17 state registrations. David is also a Certified Financial Planner. David has experience with UMB Bank, UMB Insurance and Cambridge Investment Research, Inc. David is licensed to provide investment advice to individuals and businesses. David has a strong track record of providing financial planning and portfolio management services to clients. David has a specializations in investment advice, planning, and portfolio management.

Firm Information

David Compere 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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David Compere’s Registration & Firm History

MO

11/09/2017 - Present

UMB Financial Services, Inc. (Springfield MO)

MO

07/16/2010 - 09/14/2015

CAMBRIDGE INVESTMENT RESEARCH, INC. (SPRINGFIELD MO)

MO

04/29/2008 - 07/16/2010

THE O.N. EQUITY SALES COMPANY (SPRINGFIELD MO)

MO

04/18/2007 - 05/01/2008

ING FINANCIAL PARTNERS, INC. (SPRINGFIELD MO)

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Licenses & Designations

BC

Issued 04/07/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/20/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for David M. Compere.
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