Benjamin J. Skilling

UMB ASSET MANAGEMENT

Leawood, KS 66211

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CRD#: 4686294

Professional summary

Benjamin Joseph Skilling, CFP®, who also goes by Ben Joseph Skilling, is a registered financial advisor currently at UMB ASSET MANAGEMENT, LLC located in Leawood, Kansas.

Benjamin is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Benjamin has worked at 6 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ben Joseph Skilling

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Joseph Skilling's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Experience

Current

May 13, 2026 - Present

UMB ASSET MANAGEMENT, LLC

Office #1: 4200 W. 115th St - Suite #100, Leawood, KS 66211

RIA

CRD#: 306374

Leawood, KS

Past

October 21, 2021 - April 14, 2026

UMB FINANCIAL SERVICES, INC.

RIA

CRD#: 17073

Leawood, KS

Past

October 21, 2021 - April 14, 2026

UMB FINANCIAL SERVICES, INC.

CRD#: 17073

Leawood, KS

Past

July 21, 2021 - September 9, 2021

LPL FINANCIAL LLC

RIA

CRD#: 6413

OVERLAND PARK, KS

Past

July 21, 2021 - September 9, 2021

LPL FINANCIAL LLC

CRD#: 6413

OVERLAND PARK, KS

Past

February 20, 2007 - July 21, 2021

WADDELL & REED

RIA

CRD#: 866

OVERLAND PARK, KS

Past

February 20, 2007 - July 21, 2021

WADDELL & REED

CRD#: 866

OVERLAND PARK, KS

Past

December 16, 2005 - February 2, 2007

STATE FARM VP MANAGEMENT CORP.

CRD#: 43036

BLOOMINGTON, IL

Past

April 20, 2005 - November 7, 2005

NEW ENGLAND SECURITIES

RIA

CRD#: 615

OVERLAND PARK, KS

Past

October 7, 2003 - November 7, 2005

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC | UMB FAMILY WEALTH, LLC

CRD#: 306374 / SEC#: 801-117738

RIA

Registered Investment Advisory firm - (12/5/2019 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(5/13/2026)

IAR

Missouri
(5/13/2026)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/3/2003

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 10/6/2003

General Securities Representative Examination

Principal/Supervisory Exam

Series 24

Date: 4/29/2021

General Securities Principal Examination

Current Firm

UMB ASSET MANAGEMENT, LLC

UMB ASSET MANAGEMENT, LLC | UMB FAMILY WEALTH, LLC

CRD#: 306374 / SEC#: 801-117738

RIA

Registered Investment Advisory firm - (12/5/2019 Approved)

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Contact information

Main Address

1010 Grand 3rd Floor, Kansas City, MO 64106

Mailing Address

Phone number

(816) 860-7000

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (5 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

UMB ASSET MANAGEMENT LLC - PART 2A (6/30/2025)

Regulatory assets under management

Total Number of Accounts	4
AUM (Assets Under Management)	$ 47,495,486

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Benjamin J. Skilling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Benjamin Joseph Skilling's CRS (Customer Relationship Summary).

Certified licenses

Experience

UMB FINANCIAL SERVICES, INC.

UMB FINANCIAL SERVICES, INC.

LPL FINANCIAL LLC

LPL FINANCIAL LLC

WADDELL & REED

WADDELL & REED

STATE FARM VP MANAGEMENT CORP.

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

Primary Firm SEC Registration

UMB ASSET MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/3/2003

SIE

Date: 10/1/2018

Series 7

Date: 10/6/2003

Series 24

Date: 4/29/2021

Current Firm

UMB ASSET MANAGEMENT, LLC

Contact information

SEC notice filing (5 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

UMB ASSET MANAGEMENT, LLC

TRUST BUT VERIFY

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