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Stacia Charlene Lykins

UMB Financial Services, Inc.

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About Stacia Charlene Lykins

Stacia Lykins is a financial advisor with over 20 years of experience in the industry. She is a Registered Representative with UMB Financial Services, Inc. and is licensed to offer financial advice in Kansas, Missouri, and Oklahoma. Stacia has a strong background in investment management and has helped clients reach their financial goals for many years. She has specialized in helping individuals and businesses with portfolio management, financial planning, and other investment-related services. Stacia is committed to providing her clients with personalized service and tailored solutions. She is dedicated to helping her clients achieve their financial goals and make informed decisions about their investments.

Firm Information

Stacia Lykins 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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Stacia Lykins’s Registration & Firm History

OK

12/21/2021 - Present

UMB Financial Services, Inc. (Tulsa OK)

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Licenses & Designations

BOTH

Issued 01/23/2009

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/15/1997

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/14/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stacia Charlene Lykins.
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