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Nathan Scott Summers

UMB Financial Services, Inc.

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About Nathan Scott Summers

Nathan Summers is a financial professional with over 14 years of experience in the industry. Nathan is currently registered with UMB Financial Services, Inc. in West Des Moines, Iowa. Nathan has held previous positions with D.A. Davidson & Co., Piper Jaffray & Co. and Princor Financial Services Corporation. Nathan has a diverse set of licenses and certifications, including Series 6, 7, 50, 52TO, 63 and SIE. Nathan specializes in providing financial services to individuals and businesses.

Firm Information

Nathan Summers 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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Nathan Summers’s Registration & Firm History

IA

08/24/2022 - Present

UMB Financial Services, Inc. (West Des Moines IA)

MO

06/18/2012 - 08/24/2022

D.A. DAVIDSON & CO. (KANSAS CITY MO)

IA

12/09/2010 - 06/15/2012

PIPER JAFFRAY & CO. (DES MOINES IA)

IA

10/22/2008 - 03/29/2010

PRINCOR FINANCIAL SERVICES CORPORATION (DES MOINES IA)

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Licenses & Designations

BC

Issued 11/23/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/16/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/2016

Series 50 - Municipal Advisor Representative Qualification Exam

BC

Issued 11/03/2011

Series 7 - General Securities Representative Examination

BC

Issued 10/21/2008

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan Scott Summers.
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