Derrick R Evers
Investment adviser representative at Umb Private Wealth Management, LLC
11 yearsExperience
6 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
11 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank, N.A.Mar 2026 to now
- Stepp & Rothwell, Inc.Jun 2023 to Mar 2026
- Northpoint DevelopmentMay 2022 to Aug 2022
- Veterans United Home LoansMay 2021 to Aug 2021
- Rockhurst UniversityAug 2019 to May 2023
- Fr. Tolton Catholic High SchoolAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 6 states (GA, IN, KS, MO, NM, OR).
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
- 8125813
- Firm CRD
- 306374