Craig Herman Sutherland
Investment adviser representative at Umb Financial Services, Inc.
15 yearsExperience
2 statesRegistered 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
15 years in the industry.
- Umb Financial Services, Inc.Jan 2018 to now
- Umb BankJan 2018 to now
- Central States Capital Markets LLCSep 2011 to Jan 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2017
State registrations
Registered as an investment adviser representative in 2 states (CA, 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
- 5982486
- Firm CRD
- 17073