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Steven Louis Mondry

UMB Financial Services, Inc.

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About Steven Louis Mondry

Steven Louis Mondry is a financial advisor with UMB Financial Services, Inc., a firm that provides financial planning and portfolio management services to individuals and businesses. Steven has been in the financial industry since 2010, and has a strong background in investment management. He is also a registered representative with FINRA and holds the Series 7, 7TO, 63, and SIE licenses. Steven is committed to providing his clients with personalized financial advice and helping them achieve their financial goals.

Firm Information

Steven Mondry 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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Steven Mondry’s Registration & Firm History

TX

05/02/2019 - Present

UMB Financial Services, Inc. (Dallas TX)

NY

04/08/2010 - 09/01/2010

STONECASTLE SECURITIES, LLC (NEW YORK NY)

NY

02/15/2010 - 03/25/2010

RAIT SECURITIES, LLC (NEW YORK NY)

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Licenses & Designations

BC

Issued 05/17/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 05/02/2019

Series 7TO - General Securities Representative Examination

BC

Issued 04/23/2019

SIE - Securities Industry Essentials Examination

BC

Issued 02/12/2010

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Steven Louis Mondry.
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