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Ricardo Menchaca

UMB Financial Services, Inc.

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About Ricardo Menchaca

Ricardo Menchaca is a financial professional with over 10 years of experience in the industry. Ricardo is currently registered with UMB Financial Services, Inc. and is licensed in Texas. Ricardo has a broad range of experience in various financial areas including municipal securities, securities industry essentials and financial planning. Ricardo has held previous roles at BOK Financial Securities, Inc. Ricardo is dedicated to providing clients with personalized financial advice and guidance to help them achieve their financial goals.

Firm Information

Ricardo Menchaca 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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Ricardo Menchaca’s Registration & Firm History

TX

03/05/2019 - Present

UMB Financial Services, Inc. (San Antonio TX)

OK

09/23/2011 - 02/27/2019

BOK FINANCIAL SECURITIES, INC. (TULSA OK)

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Licenses & Designations

BC

Issued 05/25/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/08/2021

Series 53 - Municipal Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/22/2011

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Ricardo Menchaca.
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