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Michael D Cleveland

UMB Financial Services, Inc.

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About Michael D Cleveland

Michael Cleveland is a financial professional with over 14 years of experience in the industry. Michael is currently registered with UMB Financial Services, Inc. and is licensed in multiple states. Prior to joining UMB Financial Services, Inc., Michael worked at Edward Jones and J.P. Morgan Securities Inc. Michael holds a Series 7, Series 63, Series 66 and Series 7TO licenses. Michael specializes in providing financial planning, portfolio management for businesses, and portfolio management for individuals. Michael works with individuals, corporations or other businesses.

Firm Information

Michael Cleveland 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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Michael Cleveland’s Registration & Firm History

IL

05/17/2023 - Present

UMB Financial Services, Inc. (BELLEVILLE IL)

IL

01/04/2010 - 04/04/2014

EDWARD JONES (SMITHTON IL)

MO

07/27/2009 - 11/13/2009

J.P. MORGAN SECURITIES INC. (CLAYTON MO)

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Licenses & Designations

BOTH

Issued 11/12/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/25/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/18/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/09/2021

SIE - Securities Industry Essentials Examination

BC

Issued 07/24/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael D Cleveland.
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