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Evan Jameson Bucko

UMB Financial Services, Inc.

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About Evan Jameson Bucko

Evan Jameson Bucko is a registered representative with UMB Financial Services, Inc. Evan holds the Series 7TO, Series 63, and SIE licenses. Evan has been in the industry since June 24, 2024, and is registered in Missouri. Evan's primary focus is in portfolio management for individuals and businesses. UMB Financial Services, Inc. is a registered investment advisor with the Securities and Exchange Commission (SEC). UMB Financial Services, Inc. has offices in Kansas City, Missouri.

Firm Information

Evan Bucko 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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Evan Bucko’s Registration & Firm History

MO

06/25/2024 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 07/29/2024

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 06/25/2024

Series 7TO - General Securities Representative Examination

BC

Issued 03/16/2024

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Evan Jameson Bucko.
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