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CRD 306374
OVERLAND PARK, KS
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
| Advisor | Designations | Branch | Years here | In industry | Prior firms | Dual registered |
|---|---|---|---|---|---|---|
| Nathan Michael Wehrman | Chartered Financial Analyst | Kansas City, MO | 3 | 11 | 1 | no |
| KIMBERLY ANN GATTIS | Certified Financial Planner | Leawood, KS | OVERLAND PARK, KS | 0 | 27 | 2 | no |
| JAKE CRATER | n/a | Dallas, TX | OVERLAND PARK, KS | 0 | 24 | 6 | no |
| JACLYN SUSAN ANDERSON | n/a | OVERLAND PARK, KS | 0 | 25 | n/a | no |
| STEVEN CHARLES CAIRNS | n/a | Madison, WI | OVERLAND PARK, KS | 0 | 19 | 2 | no |
| TYLOR ANTHONY WILLIS | Certified Financial Planner | Leawood, KS | OVERLAND PARK, KS | 0 | 14 | 2 | no |
| Abraham WILLIAM Radmanesh | n/a | Kansas City, MO | OVERLAND PARK, KS | 0 | 12 | 3 | no |
| Landon Mark Jensen | Certified Financial Planner | OVERLAND PARK, KS | Scottsdale, AZ | 0 | 14 | 4 | no |
| BROOKLYN GORMLY | Certified Financial Planner | OVERLAND PARK, KS | Overland Park, KS | 0 | 10 | 2 | no |
| Hope Gena Albu | Certified Financial Planner | Denver, CO | OVERLAND PARK, KS | 0 | 11 | 4 | no |
| Daniel Kieffer | n/a | OVERLAND PARK, KS | 0 | 10 | n/a | no |
| TODD FREDERICK KROUGH | n/a | Edina, MN | OVERLAND PARK, KS | 0 | 39 | 3 | no |
| THOMAS FRANCIS PECKOSH | n/a | OVERLAND PARK, KS | 0 | 28 | n/a | no |
| MICHAEL AARON YEAGER | n/a | Kansas City, MO | OVERLAND PARK, KS | 0 | 19 | n/a | no |
| KIMBERLY JOHNSEN BITTNER | Certified Financial Planner | OVERLAND PARK, KS | Rockford, IL | 0 | 22 | n/a | no |
| PAIGE MARGARET RADKE | n/a | Milwaukee, WI | OVERLAND PARK, KS | 0 | 12 | 2 | no |
| Sarah Rose Szczublewski | Certified Financial Planner | OVERLAND PARK, KS | Phoenix, AZ | 0 | 10 | 1 | no |
| RALPH DAVID JANITELL | n/a | Denver, CO | OVERLAND PARK, KS | 0 | 41 | 7 | no |
| JIMMY RAY TURNER | n/a | Kansas City, MO | OVERLAND PARK, KS | 0 | 27 | 6 | no |
| MELISSA KAY STURGIS | n/a | OVERLAND PARK, KS | 0 | 34 | 3 | no |
| JULIE ANN ENLOE | n/a | OVERLAND PARK, KS | 0 | 28 | 1 | no |
| Chris Lawrence Schurman | n/a | OVERLAND PARK, KS | St. Louis, MO | 0 | 25 | 2 | no |
| WAYNE ROBERT OLTJEN | n/a | OVERLAND PARK, KS | 0 | 25 | 3 | no |
| BENJAMIN JOSEPH SKILLING | Certified Financial Planner | Leawood, KS | OVERLAND PARK, KS | 0 | 23 | 4 | no |
| Jenifer Jeanne Rieck | n/a | OVERLAND PARK, KS | 0 | 18 | 3 | no |
| Fund | Type | Reported GAV | As of | Owners | First reported | Status | Form D file |
|---|---|---|---|---|---|---|---|
| FW TESSERA HORIZON, LLC | Private Equity Fund | $20.7M | Jul 22, 2024 | 1 | Mar 31, 2023 | reported | 021-441619 |
| FW TESSERA ROYALE, LLC | Private Equity Fund | $15.6M | Jul 22, 2024 | 1 | Mar 31, 2023 | reported | 021-441625 |
| FW TESSERA LLC | Private Equity Fund | $8.4M | Jul 22, 2024 | 1 | Mar 31, 2023 | reported | 021-441623 |
| KS HALITE, LLC | Private Equity Fund | $6.6M | Jul 22, 2024 | 1 | Mar 29, 2022 | reported | 021-1867794 |
| Owner | Title | Ownership code | Control person | Acquired | First seen | Last seen |
|---|---|---|---|---|---|---|
| UMB FINANCIAL CORP | STOCK HOLDER | E | yes | 11/2019 | Nov 5, 2019 | Jul 22, 2024 |
| SMITH, JEFFREY, ANDREW | Cco | Na | no | 03/2023 | Mar 31, 2023 | Jul 22, 2024 |
| Related person | Type | Class on the graph | Its RAUM | Control | Common control | State |
|---|---|---|---|---|---|---|
| UMB FINANCIAL SERVICES, INC. | n/a | Independent wealth | $5.0M | N | yes | n/a |
| UMB BANK N.A. | n/a | n/a | n/a | N | yes | Mo |
| UMB INSURANCE INC | n/a | n/a | n/a | N | yes | n/a |
| City | State | Country | Employees | Also broker-dealer |
|---|---|---|---|---|
| Denver | Co | United States | 1 | yes |
| Fiscal year | Filed | RAUM | Discretionary | Employees | Advisory staff | Offices | Private funds | Fund GAV |
|---|---|---|---|---|---|---|---|---|
| 2025 | Mar 30, 2026 | $68.4M | $0 | 8 | 1 | 0 | 4 | n/a |
| 2024 | Mar 31, 2025 | $54.8M | $0 | 7 | 1 | 0 | 4 | n/a |
| 2023 | Mar 30, 2024 | $56.3M | $0 | 1 | 1 | 1 | 4 | $51.3M |
| 2022 | Mar 31, 2023 | $216M | $214M | 12 | 5 | 2 | 4 | $50.9M |
| 2021 | Mar 29, 2022 | $20.0M | $20.0M | 9 | 7 | 2 | 1 | $6.4M |
| 2020 | Mar 29, 2021 | $0 | $0 | 2 | 1 | 2 | n/a | n/a |
| 2019 | Mar 13, 2020 | $0 | $0 | 0 | 0 | 3 | n/a | n/a |
| Joined, 12m | Left, 12m | Net, 12m | Departure rate, 12m | Joined, 90d | Left, 90d | Left, no destination yet | Joined, 36m | Left, 36m |
|---|---|---|---|---|---|---|---|---|
| 27 | 2 | 25 | 5.0% | 1 | 0 | 0 | 27 | 2 |
| Latest fiscal year | RAUM | A year earlier | 1y change | Three years earlier | 3y CAGR | Employees | A year earlier | Offices | A year earlier |
|---|---|---|---|---|---|---|---|---|---|
| 2025 | $125M | $54.8M | 127.6% | $216M | -16.7% | 94 | 7 | 14 | 0 |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| FIRST NATIONAL ADVISERS, LLC | 2 | Jun 1, 2026 | Jul 29, 2026 | KANSAS CITY, MO | Team lift out | Other | 5.1% |
| Other firm | Advisors | First left | Last joined | From | Kind | Move type | Share of firm |
|---|---|---|---|---|---|---|---|
| UMB FINANCIAL SERVICES, INC. | 3 | Apr 30, 2026 | May 13, 2026 | LEAWOOD, KS | Team lift out | Other | 6.1% |
| UMB FINANCIAL SERVICES, INC. | 2 | Apr 30, 2026 | May 19, 2026 | KANSAS CITY, MO | Team lift out | Other | 4.1% |
| UMB FINANCIAL SERVICES, INC. | 2 | Apr 14, 2026 | May 13, 2026 | DERBY, KS | Team lift out | Other | 3.8% |
| UMB FINANCIAL SERVICES, INC. | 2 | Apr 14, 2026 | May 12, 2026 | KANSAS CITY, MO | Team lift out | Other | 3.8% |