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Matthew Jeffrey Connell

UMB Financial Services, Inc.

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About Matthew Jeffrey Connell

Matthew Connell is a financial advisor with UMB Financial Services, Inc. Matthew has over 20 years of experience in the financial services industry. He has a strong background in investment management and financial planning. Matthew holds the Series 6, 7, 24, 31, 63 and 65 licenses and is a Certified Financial Planner. Matthew's previous work experience is with PRUCO SECURITIES, LLC in Newark, NJ.

Firm Information

Matthew Connell 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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Matthew Connell’s Registration & Firm History

KS

03/22/2019 - Present

UMB Financial Services, Inc. (Leawood KS)

NJ

02/17/1999 - 12/14/2004

PRUCO SECURITIES, LLC. (NEWARK NJ)

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Licenses & Designations

IA

Issued 11/17/2005

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 02/15/1999

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 09/26/2003

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/20/2011

Series 31 - Futures Managed Funds Examination

BC

Issued 10/11/1999

Series 7 - General Securities Representative Examination

BC

Issued 02/16/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Matthew Jeffrey Connell.
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