Paige Margaret Radke
Investment adviser representative at Umb Private Wealth Management, LLC
12 yearsExperience
1 stateRegistered 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, NAFeb 2025 to now
- HtlfNov 2024 to Feb 2025
- JPMorgan Chase Bank NAApr 2023 to Nov 2024
- JPMorgan Securities LLCApr 2023 to Nov 2024
- UnemployedMar 2023 to Mar 2023
- Landaas & CompanyMay 2014 to Feb 2023
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (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
- 6415546
- Firm CRD
- 306374