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Wayne Robert Oltjen

UMB Financial Services, Inc.

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About Wayne Robert Oltjen

Wayne Oltjen is a registered investment advisor with UMB Financial Services, Inc. Wayne has over 20 years of experience in the financial services industry, beginning his career at BANC of America Investment Services, Inc. in 2001. Wayne is licensed to provide investment advisory services in several states including Missouri, Kansas, Arizona, California, Colorado, Florida, and Tennessee. Wayne is dedicated to providing comprehensive financial planning services to individuals and businesses. Wayne is also active in the community, serving on the Investment Committee of the Church of the Resurrection Foundation Board of Directors.

Firm Information

Wayne Oltjen 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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Wayne Oltjen’s Registration & Firm History

MO

09/20/2007 - Present

UMB Financial Services, Inc. (KANSAS CITY MO)

KS

02/24/2006 - 01/04/2007

INVEST FINANCIAL CORPORATION (SHAWNEE KS)

MA

03/07/2001 - 09/01/2005

BANC OF AMERICA INVESTMENT SERVICES, INC. (BOSTON MA)

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Licenses & Designations

BOTH

Issued 12/12/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/24/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 03/06/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Wayne Robert Oltjen.
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