linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Nicholas Eric Luchtefeld

UMB Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Nicholas? Claim Your Profile

About Nicholas Eric Luchtefeld

Nicholas Luchtefeld is a financial professional with over 15 years of experience in the industry. Nicholas has a Series 65, 66, 7, 24, and 53 licenses. Nicholas is currently registered with UMB Financial Services, Inc. in Missouri. Nicholas has prior registration with Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. Nicholas is also a professor at the Graduate School of Business, Education. Nicholas specializes in portfolio management for businesses and individuals, as well as financial planning.

Firm Information

Nicholas Luchtefeld 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Nicholas Luchtefeld’s Registration & Firm History

MO

08/19/2021 - Present

UMB Financial Services, Inc. (ST. LOUIS MO)

MO

01/01/2008 - 04/23/2008

WACHOVIA SECURITIES, LLC (ST. LOUIS MO)

MO

09/23/2004 - 01/03/2008

A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)

Not sure if Nicholas Eric Luchtefeld is right for you?

Licenses & Designations

IA

Issued 08/18/2021

Series 65 - Uniform Investment Adviser Law Examination

BOTH

Issued 11/05/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/22/2014

Series 24 - General Securities Principal Examination

BC

Issued 09/05/2013

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2004

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nicholas Eric Luchtefeld.
Not sure if Nicholas Eric Luchtefeld is right for you?