Matthew Kirk Reeves
Investment adviser representative at Umb Financial Services, Inc.
24 yearsExperience
5 statesRegistered in
CFP® certificationDesignation
$5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
24 years in the industry.
- Umb Financial Services, Inc.Jan 2025 to now
- Umb BankJan 2025 to now
- UnemployedOct 2024 to Dec 2024
- LPL Financial, LLCJul 2021 to Sep 2024
- Waddell & Reed, IncApr 2002 to Jul 2021
- Personal Financial ManagementApr 2002 to Jan 2021
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law1998
State registrations
Registered as an investment adviser representative in 5 states (IL, KS, MO, PA, TX).
Umb Financial Services, Inc.
$5MAssets managed
0Clients
45Advisers
22 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
- 3087396
- Firm CRD
- 17073