Regan Michelle Hamilton
Investment adviser representative at Umb Private Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
CFADesignation
$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
13 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank, N.A.Jun 2024 to May 2026
- DemarcheFeb 2022 to Jun 2024
- Minnesota Life Insurance CompanyJan 2021 to Feb 2022
- Renaissance FinancialJan 2021 to Feb 2022
- Securian Financial Services IncJan 2021 to Feb 2022
- Nolan Law FirmMay 2019 to Aug 2019
- On the BorderMay 2018 to Oct 2020
- Big BiscuitMay 2018 to Aug 2018
- Truman State UniversityJul 2017 to May 2021
- Blue Valley High SchoolAug 2013 to Jun 2017
Designations
- CFA
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (MO).
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
- 7328482
- Firm CRD
- 306374