Kimberly Johnsen Bittner
Investment adviser representative at Umb Private Wealth Management, LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$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
20 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb BankFeb 2026 to now
- First National Bank & Trust CoDec 2024 to Feb 2026
- Illinois Bank & Trust CoDec 2019 to Nov 2024
- Rockford Bank & Trust CoOct 2006 to Dec 2019
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2004
State registrations
Registered as an investment adviser representative in 2 states (IL, 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
- 4771439
- Firm CRD
- 306374