Zachary Adam Sears
Investment adviser representative at Umb Financial Services, Inc.
19 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$5MFirm 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 assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
19 years in the industry.
- Umb Financial Services, Inc.May 2026 to now
- Umb BankApr 2023 to May 2026
- StudentMay 2018 to Apr 2023
- T-mobileSep 2007 to May 2018
Designations
- CFP® certification
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (NM).
Umb Financial Services, Inc.
$5MAssets managed
0Clients
45Advisers
22 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
- 8238836
- Firm CRD
- 17073