Bernard Loyd Colson
Investment adviser representative at Umb Private Wealth Management, LLC
10 yearsExperience
1 stateRegistered in
CFADesignation
$124.7MFirm assets
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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
10 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb N.ASep 2025 to now
- UnemployedJun 2025 to Sep 2025
- Centralis CapitalJan 2025 to Jun 2025
- UnemployedJul 2024 to Jan 2025
- Energy VaultSep 2023 to Jul 2024
- UnemployedMay 2023 to Sep 2023
- FlotekJun 2022 to May 2023
- Blc Financial GroupFeb 2022 to Jun 2022
- UnemployedNov 2021 to Feb 2022
- Ivy InvestmentsNov 2018 to Nov 2021
- UnemployedMay 2018 to Nov 2018
- Seaport Global Holdings LLCAug 2017 to May 2018
- Seaport Global Securities LLCAug 2017 to May 2018
- Clean Focus CorporationFeb 2016 to Aug 2017
Designations
- CFA
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 2628142
- Firm CRD
- 306374