Steven Charles Cairns
Investment adviser representative at Umb Private Wealth Management, LLC
12 yearsExperience
8 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
12 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank N.A.Feb 2025 to now
- Wisconsin Bank & TrustMay 2022 to Feb 2025
- LPL Financial LLCMar 2021 to Aug 2024
- BMO Harris Financial AdvisorsJul 2020 to May 2022
- BMO Private BankOct 2018 to May 2022
- Nationwide Investment Services CorporationSep 2017 to Oct 2018
- UnemployedFeb 2017 to Sep 2017
- Iva Funds Distributors, LLCApr 2014 to Feb 2017
- International Value Advisers, LLCMar 2014 to Feb 2017
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 8 states (AZ, IA, IL, MN, MO, MT, NM, WI).
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
- 4986522
- Firm CRD
- 306374