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Patricia L. Feurer

UMB Financial Services, Inc.

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About Patricia L. Feurer

Patricia Feurer is a financial professional with over 20 years of experience in the financial services industry. Patricia is a registered representative of UMB Financial Services, Inc. Prior to joining UMB Financial Services, Inc., Patricia was employed by BMO Harris Financial Advisors, Inc., M&I Financial Advisors, Inc, and Banc of America Investment Services, Inc. Patricia is licensed to sell securities in Missouri. Patricia specializes in portfolio management for businesses and individuals, and offers financial planning services.

Firm Information

Patricia Feurer 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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Patricia Feurer’s Registration & Firm History

KS

09/17/2013 - Present

UMB Financial Services, Inc. (Leawood KS)

KS

08/01/2012 - 09/18/2013

BMO HARRIS FINANCIAL ADVISORS, INC. (SHAWNEE KS)

KS

09/15/2008 - 08/01/2012

M&I FINANCIAL ADVISORS, INC (SHAWNEE KS)

KS

12/18/2003 - 07/02/2008

BANC OF AMERICA INVESTMENT SERVICES, INC. (OVERLAND PARK KS)

MA

09/27/2000 - 12/21/2002

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 09/15/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2000

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Patricia L. Feurer.
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