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Janice Lynn Trimmell

UMB Financial Services, Inc.

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About Janice Lynn Trimmell

Janice Lynn Trimmell is a registered investment advisor representative at UMB Financial Services, Inc. Janice has been in the financial services industry since February 1987. Janice is licensed to provide investment advice in the state of Missouri. In addition to her role at UMB Financial Services, Inc., Janice is also involved in corporate compliance services for UMB Bank. Janice specializes in portfolio management for individuals and businesses, as well as financial planning. Janice's clients include corporations and individuals.

Firm Information

Janice Trimmell 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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Janice Trimmell’s Registration & Firm History

MO

09/10/2004 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

NA

01/21/1987 - 07/27/1987

AMERICAN EXPRESS FINANCIAL ADVISORS INC.

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Licenses & Designations

IA

Issued 09/09/2004

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/30/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/22/2008

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/31/2003

Series 51 - Municipal Fund Securities Principal Examination

BC

Issued 12/24/1996

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/17/1987

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Janice Lynn Trimmell.
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