Shane W Toner
Investment adviser representative at Umb Financial Services, Inc.
8 yearsExperience
1 stateRegistered in
$5MFirm assets
22 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
8 years in the industry.
- Umb Financial Services, Inc.Dec 2021 to now
- AmazonNov 2021 to Dec 2021
- UnemployedMar 2021 to Nov 2021
- Communityamerica Financial SolutionsOct 2018 to Mar 2021
- Waddell & Reed IncAug 2013 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 5823223
- Firm CRD
- 17073