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RIA / WealthAdvisorCertified Financial Planner23 years in industry

BENJAMIN JOSEPH SKILLING

Advisor at UMB PRIVATE WEALTH MANAGEMENT, LLC

Leawood, KS | OVERLAND PARK, KS

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Search this name across graphsid dfx:ria:b319acf5-60ab-dc57-ceff-9b60fdd07f10

Data as of Sep 19, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:42 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2005 to Sep 19, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Sep 3, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Sep 3, 2003
First registration: Apr 20, 2005
Dual registered: no
Other names: BEN JOSEPH SKILLING
IAPD individual key: 4686294

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
UMB PRIVATE WEALTH MANAGEMENT, LLC	Mixed wealth	May 13, 2026	n/a	yes	Leawood, KS\|OVERLAND PARK, KS	Current employment
UMB FINANCIAL SERVICES, INC.	Independent wealth	Oct 21, 2021	Apr 14, 2026	no	Leawood, KS\|Kansas City, MO\|Leawood, KS\|Overland Park, KS	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 21, 2021	Sep 9, 2021	no	OVERLAND PARK, KS	Previous registration
WADDELL & REED	Former SEC adviser	Feb 20, 2007	Jul 21, 2021	no	OVERLAND PARK, KS\|OVERLAND PARK, KS	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Apr 20, 2005	Nov 7, 2005	no	OVERLAND PARK, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
UMB FINANCIAL SERVICES, INC.	UMB PRIVATE WEALTH MANAGEMENT, LLC	Apr 14, 2026	May 13, 2026	29	Firm change	Other
LPL FINANCIAL LLC	UMB FINANCIAL SERVICES, INC.	Sep 9, 2021	Oct 21, 2021	42	Firm change	Ibd to ibd
WADDELL & REED	LPL FINANCIAL LLC	Jul 21, 2021	Jul 21, 2021	0	Bulk transfer	Ibd to ibd
NEW ENGLAND SECURITIES CORPORATION	WADDELL & REED	Nov 7, 2005	Feb 20, 2007	470	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
17073:306374:KS:2026-04-14	Apr 14, 2026	May 13, 2026	OVERLAND PARK, KS	Firm change

Relationships

Registered with (5)

→ UMB PRIVATE WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
May 13, 2026 to presentfactForm ADV
→ UMB FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Oct 21, 2021 to Apr 14, 2026factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 21, 2021 to Sep 9, 2021factForm ADV
→ WADDELL & REEDRegistered adviserregistration: previous registration
Feb 20, 2007 to Jul 21, 2021factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Apr 20, 2005 to Nov 7, 2005factForm ADV

Dated events

Occurred
Apr 14, 2026
Advisor changed firm
Benjamin Joseph Skilling left Umb Financial Services, Inc. for Umb Private Wealth Management, Llc (registered 2026-05-13)
Form ADVobserved 4 days ago