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Ellen Stevens Burris

UMB Financial Services, Inc.

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About Ellen Stevens Burris

Ellen Stevens Burris is a financial advisor with over 20 years of experience in the industry. Ellen is currently registered with UMB Financial Services, Inc. in both Kansas and Missouri. Ellen has previously been registered with BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, Banc of America Investment Services, Inc., and The Huntington Investment Company. Ellen holds a Series 6, Series 63, and Series 65 license. Ellen also has experience in financial planning, portfolio management, and fixed rate insurance products and services.

Firm Information

Ellen Burris 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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Ellen Burris’s Registration & Firm History

MO

12/22/2014 - Present

UMB Financial Services, Inc. (Kansas City MO)

KS

08/01/2012 - 07/21/2014

BMO HARRIS FINANCIAL ADVISORS, INC. (OLATHE KS)

MO

12/05/2008 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (INDEPENDENCE MO)

KS

02/05/2004 - 07/02/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)

OH

01/12/1999 - 02/21/2002

THE HUNTINGTON INVESTMENT COMPANY (COLUMBUS OH)

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Licenses & Designations

IA

Issued 12/22/2014

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 04/22/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/11/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ellen Stevens Burris.
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