Invested Better
Unclaimed

Unclaimed

Unclaimed

Tyler McAllister

UMB Financial Services, Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Tyler? Claim Your Profile

About Tyler McAllister

Tyler McAllister is a financial professional with over five years of experience in the industry. Tyler is registered with UMB Financial Services, Inc. and is a licensed investment advisor representative in Missouri. Tyler is also a Series 66, 7 and SIE exam holder. Tyler has a strong background in the financial services industry and is committed to providing personalized advice to clients. Tyler specializes in investment management services and has a focus on working with individuals, families, and businesses.

Firm Information

Tyler McAllister 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Tyler McAllister’s Registration & Firm History

MO

05/05/2022 - Present

UMB Financial Services, Inc. (ST. LOUIS MO)

Not sure if Tyler McAllister is right for you?

Licenses & Designations

BOTH

Issued 05/03/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/11/2022

Series 7TO - General Securities Representative Examination

BC

Issued 11/11/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Tyler McAllister.
Not sure if Tyler McAllister is right for you?