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RIA / WealthAdvisor13 years in industry

DANIEL JOSEPH SHEARMAN

Advisor at UMB FINANCIAL SERVICES, INC.

Leawood, KS

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Search this name across graphsid dfx:ria:e4ae52e5-b666-9bfe-076f-9815b55241f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 5:11 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 4
On other graphs: 0
Observed: Dec 1, 2021 to Sep 14, 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 FINANCIAL SERVICES, INC.
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 1, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Feb 16, 2018
First registration: Dec 1, 2021
Dual registered: no
Other names: Danny Shearman|Daniel Joseph Shearman|Daniel Shearman
IAPD individual key: 6175733

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 FINANCIAL SERVICES, INC.	Independent wealth	Nov 14, 2025	n/a	yes	Leawood, KS	Current employment
EDELMAN FINANCIAL ENGINES	Independent wealth	Sep 18, 2023	Apr 30, 2025	no	OVERLAND PARK, KS	Previous registration
MULHOLLAND WEALTH ADVISORS, LLC	Asset manager	Jun 1, 2023	Aug 24, 2023	no	Overland Park, KS	Previous registration
Mariner	Bd affiliated wealth	Sep 30, 2022	Jan 26, 2023	no	Overland Park, KS	Previous registration
CREATIVE PLANNING	Independent wealth	Dec 1, 2021	Jun 29, 2022	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
EDELMAN FINANCIAL ENGINES	UMB FINANCIAL SERVICES, INC.	Apr 30, 2025	Nov 14, 2025	198	Firm change	RIA to RIA
MULHOLLAND WEALTH ADVISORS, LLC	EDELMAN FINANCIAL ENGINES	Aug 24, 2023	Sep 18, 2023	25	Firm change	RIA to RIA
Mariner	MULHOLLAND WEALTH ADVISORS, LLC	Jan 26, 2023	Jun 1, 2023	126	Firm change	Ibd to RIA
CREATIVE PLANNING	Mariner	Jun 29, 2022	Sep 30, 2022	93	Firm change	RIA to ibd

Relationships

Registered with (5)

→ UMB FINANCIAL SERVICES, INC.Registered adviserregistration: current employment
Nov 14, 2025 to presentfactForm ADV
→ EDELMAN FINANCIAL ENGINESRegistered adviserregistration: previous registration
Sep 18, 2023 to Apr 30, 2025factForm ADV
→ MULHOLLAND WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Jun 1, 2023 to Aug 24, 2023factForm ADV
→ MARINERRegistered adviserregistration: previous registration
Sep 30, 2022 to Jan 26, 2023factForm ADV
→ CREATIVE PLANNINGRegistered adviserregistration: previous registration
Dec 1, 2021 to Jun 29, 2022factForm ADV

Dated events

Occurred
Apr 30, 2025
Advisor changed firm
Daniel Joseph Shearman left Edelman Financial Engines for Umb Financial Services, Inc. (registered 2025-11-14)
Form ADVobserved 6 days ago
Occurred
Aug 24, 2023
Advisor changed firm
Daniel Joseph Shearman left Mulholland Wealth Advisors, Llc for Edelman Financial Engines (registered 2023-09-18)
Form ADVobserved 6 days ago
Occurred
Jan 26, 2023
Advisor changed firm
Daniel Joseph Shearman left Mariner for Mulholland Wealth Advisors, Llc (registered 2023-06-01)
Form ADVobserved 6 days ago
Occurred
Jun 29, 2022
Advisor changed firm
Daniel Joseph Shearman left Creative Planning for Mariner (registered 2022-09-30)
Form ADVobserved 6 days ago