Brooklyn Gormly
Investment adviser representative at Umb Private Wealth Management, LLC
10 yearsExperience
23 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
10 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank N.A.Aug 2025 to now
- Range FinanceApr 2024 to Aug 2025
- Stepp & Rothwell, Inc.Apr 2021 to May 2024
- Wells Fargo Bank, N.A.Aug 2016 to Mar 2021
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 23 states (AZ, CA, CO, FL, GA, IA, IL, IN, KS, MA, ME, MI, MN, MO, NC, NE, NM, NY, OK, OR, SC, TX, 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
- 6664862
- Firm CRD
- 306374