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Kimberly Ann Gattis

UMB Financial Services, Inc.

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About Kimberly Ann Gattis

Kimberly Gattis is a financial professional with over 20 years of experience in the industry. Kimberly is registered with UMB Financial Services, Inc. and holds licenses for securities and investment advisory services. She is licensed to conduct business in Kansas. Kimberly's previous experience includes time at BANC OF AMERICA INVESTMENT SERVICES, INC. Kimberly's experience and knowledge help her serve individuals and businesses with their financial planning needs.

Firm Information

Kimberly Gattis 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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Kimberly Gattis’s Registration & Firm History

KS

06/15/2009 - Present

UMB Financial Services, Inc. (Wichita KS)

KS

10/13/1999 - 05/27/2009

BANC OF AMERICA INVESTMENT SERVICES, INC. (WICHITA KS)

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Licenses & Designations

BOTH

Issued 04/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/07/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/23/2007

Series 7 - General Securities Representative Examination

BC

Issued 08/30/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Kimberly Ann Gattis.
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