This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

UMB PRIVATE WEALTH MANAGEMENT, LLC

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Apr 24, 2001earliest registration or exam on IAPD

Years in industry

25derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

13

Exams

S63|S66

First exam

Apr 24, 2001

First registration

Dec 13, 2002

Dual registered

no

Other names

ROB OLTJEN

IAPD individual key

4344288

• Occurred

  Apr 30, 2026
  Advisor changed firm

  Wayne Robert Oltjen left Umb Financial Services, Inc. for Umb Private Wealth Management, Llc (registered 2026-05-13)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:376acce2-ab06-2dd4-df54-ad61ba63bd34

First observed

Dec 13, 2002

Last observed

Sep 19, 2026 20 h ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.