Daniel Kieffer
Investment adviser representative at Umb Private Wealth Management, LLC
10 yearsExperience
3 statesRegistered 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
10 years in the industry.
- Umb Private Wealth Management, LLCMay 2026 to now
- Umb Bank N.A.May 2022 to now
- Fifth Third BankAug 2016 to May 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 3 states (KS, KY, 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
- 8239366
- Firm CRD
- 306374