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Roderic C Russell

UMB Financial Services, Inc.

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About Roderic C Russell

Roderic C Russell is a financial advisor who has been in the industry since August 1992. Roderic is currently registered with UMB Financial Services, Inc. in Leawood, KS. Roderic has a strong background in investment management and financial planning. Roderic has a Series 6, 7, 52, 63, and 65 license and has been registered with various state regulators in the states of Alaska, Arizona, Arkansas, California, Colorado, Florida, Iowa, Kansas, Kentucky, Massachusetts, Missouri, Nebraska, Nevada, New Mexico, North Carolina, Ohio, Oklahoma, South Carolina, Texas, and Washington. Roderic's expertise includes providing financial planning and portfolio management services to individuals, corporations, and other businesses.

Firm Information

Roderic Russell 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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Roderic Russell’s Registration & Firm History

KS

07/14/2008 - Present

UMB Financial Services, Inc. (Leawood KS)

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Licenses & Designations

IA

Issued 08/28/2002

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/14/1992

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/24/1994

Series 7 - General Securities Representative Examination

BC

Issued 08/19/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 03/15/1988

Series 52 - Municipal Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Roderic C Russell.
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