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Michael Jacob Kolb

UMB Financial Services, Inc.

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About Michael Jacob Kolb

Michael Jacob Kolb is a financial professional with over 16 years of experience in the securities industry. Michael is a registered representative with UMB Financial Services, Inc. Michael is a Series 7, Series 52, and Series 63 licensed professional, and has earned the SIE designation. In the past, Michael was associated with COMMERCE BROKERAGE SERVICES, INC.. Michael has a strong background in providing financial planning and portfolio management services to individuals and businesses. Michael is licensed in Iowa, Kansas, Missouri and Texas.

Firm Information

Michael Kolb 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 Kolb’s Registration & Firm History

MO

08/19/2011 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

MO

08/17/2006 - 08/15/2011

COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)

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Licenses & Designations

BC

Issued 07/14/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/15/2009

Series 7 - General Securities Representative Examination

BC

Issued 02/21/2005

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Michael Jacob Kolb.
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