Melissa Kay Sturgis
Investment adviser representative at Umb Private Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
$124.7MFirm assets
6 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat feePerformance-based
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
20 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank, N.A.Feb 2025 to now
- Private Client ServicesApr 2018 to Feb 2025
- Prime Capital Investment Advisors, LLCJul 2017 to Feb 2025
- Cambridge Investment Research, IncJul 2010 to Apr 2018
- Lawing Financial Inc.Aug 2006 to Oct 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law2006
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Umb Private Wealth Management, LLC
$124.7MAssets managed
46Clients
40Advisers
6 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2222874
- Firm CRD
- 306374