Bernard L. Colson
Professional summary
Bernard Loyd Colson, who also goes by Bernie Colson, is a registered financial advisor currently at UMB ASSET MANAGEMENT, LLC located in Leawood, Kansas.
Bernard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Bernard has worked at 5 firms and has passed the Series 63, SIE, Series 87, Series 86, Series 7, Series 3 and Series 24 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Bernard Loyd Colson's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 18, 2026 - Present
UMB ASSET MANAGEMENT, LLC
Office #1: 4200 W. 115th St - Suite #100, Leawood, KS 66211August 14, 2017 - June 25, 2018
SEAPORT GLOBAL SECURITIES LLC
July 22, 2013 - January 29, 2016
OPPENHEIMER & CO. INC.
February 27, 2012 - July 22, 2013
GLOBAL HUNTER SECURITIES, LLC
May 11, 2010 - February 21, 2012
OPPENHEIMER & CO. INC.
February 5, 1997 - November 5, 1997
ICAPITAL MARKETS LLC
Primary Firm SEC Registration
UMB ASSET MANAGEMENT, LLC
CRD#: 306374 / SEC#: 801-117738
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/18/2026)
Exams
Current Firm
UMB ASSET MANAGEMENT, LLC
CRD#: 306374 / SEC#: 801-117738
Contact information
SEC notice filing (5 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 4 |
| AUM (Assets Under Management) | $ 47,495,486 |
Red Flags
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Company Information
UMB ASSET MANAGEMENT, LLC
CRD#: 306374Leawood, KS 66211TRUST BUT VERIFY
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