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Robert Allen Mann

UMB Financial Services, Inc.

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About Robert Allen Mann

Robert Allen Mann is a financial professional with over 30 years of experience in the industry. Robert currently works for UMB Financial Services, Inc. Previously, Robert worked for Hilltop Securities Inc., LaSalle Financial Services, Inc., ABN AMRO Incorporated, ABN AMRO Investment Services, Inc. and Bear, Stearns & Co. Inc. Robert is licensed in Illinois and holds the following securities licenses: Series 7, Series 63 and Series 52TO. Robert specializes in financial planning, portfolio management for individuals and portfolio management for businesses.

Firm Information

Robert Mann 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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Robert Mann’s Registration & Firm History

TX

03/22/2017 - Present

UMB Financial Services, Inc. (Dallas TX)

IL

08/11/2009 - 01/05/2017

HILLTOP SECURITIES INC. (Glencoe IL)

IL

10/02/2000 - 12/13/2007

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

CT

01/01/1995 - 10/03/2000

ABN AMRO INCORPORATED (STAMFORD CT)

IL

09/21/1994 - 01/03/1995

ABN AMRO INVESTMENT SERVICES, INC. (CHICAGO IL)

NY

04/18/1984 - 07/01/1994

BEAR, STEARNS & CO. INC. (NEW YORK NY)

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Licenses & Designations

BC

Issued 06/26/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/05/2024

Series 52TO - Municipal Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/14/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Robert Allen Mann.
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