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Stephen Michael Kitts

UMB Financial Services, Inc.

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About Stephen Michael Kitts

Stephen Kitts is a financial professional with over 30 years of experience in the industry. Stephen is a registered representative with UMB Financial Services, Inc. Stephen has a strong background in financial services and is committed to providing clients with personalized financial advice. Stephen is located in Kansas City, Missouri and has worked in the past for Commerce Brokerage Services, Inc. and Mark Twain Brokerage Services, Inc.

Firm Information

Stephen Kitts 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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Stephen Kitts’s Registration & Firm History

MO

08/02/2007 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

MO

03/31/1992 - 07/23/2007

COMMERCE BROKERAGE SERVICES, INC. (KANSAS CITY MO)

NA

05/20/1986 - 03/30/1990

MARK TWAIN BROKERAGE SERVICES, INC.

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Licenses & Designations

BC

Issued 05/14/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 24 - General Securities Principal Examination

BC

Issued 05/06/1991

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 79TO - Investment Banking Registered Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/18/1986

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Stephen Michael Kitts.
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