Tylor Anthony Willis
Investment adviser representative at Umb Private Wealth Management, LLC
15 yearsExperience
19 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
15 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb BankMar 2018 to now
- Umb Insurance IncMar 2018 to now
- Umb Financial Services IncMar 2018 to May 2026
- Northwestern Mutual Wealth Management CompanyJan 2016 to Mar 2018
- Northwestern Mutual Investment Services, LLCMay 2012 to Mar 2018
- Northwestern Mutual Life Insurance CompanyOct 2011 to Mar 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2015
State registrations
Registered as an investment adviser representative in 19 states (AZ, CA, CO, CT, DE, FL, IL, KS, KY, MA, MO, NC, NE, NV, OH, TX, UT, VA, WA).
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
- 5983666
- Firm CRD
- 306374