Rob Oltjen
SVP/Managing Partner/Senior Wealth Advisor at UMB Bank Private Wealth Management
- Role
- SVP Managing Partner Senior Wealth Advisor at UMB Bank
- Location
- Kansas City, MO, US
- LinkedIn followers
- 500 followers
About Rob Oltjen
As a wealth advisor, I am responsible for delivering customized financialplanning with an emphasis on the areas of risk management, investing andwealth transfer. I construct a team of UMB advisors around the specificneeds of his clients to deliver holistic financial solutions. Important Disclosure: UMB Financial Services, Inc. and UMB Bank, n.a. Capital Markets Division are independent of LinkedIn Corporation, are not affiliated with third-party organizations or companies listed on LinkedIn, do not assume liability for the accuracy, timeliness or completeness of third-party content, and do not control third-party advertisements, user agreements, terms of service, or privacy policies. Any posted UMB content is provided for informational purposes only and contains no investment advice or recommendations to buy or sell any specific securities or engage in any specific investment strategy. UMB Bank, n.a. Capital Markets Division is a separately identifiable division of UMB Bank, n.a. UMB Bank, n.a, is a subsidiary of UMB Financial Corporation. UMB Financial Services, Inc, Member FINRA, SIPC, is a subsidiary of UMB Financial Corporation, and an affiliate of UMB Bank, n.a. Securities and Insurance products are: NOT FDIC INSURED/NO BANK GUARANTEE/MAY LOSE VALUE/NOT A DEPOSIT/NOT INSURED BY ANY GOVERNMENT AGENCY.
Experience
SVP Managing Partner Senior Wealth Advisor
Aug 2007 — Present
Education
Kansas State University
Bachelor’s Degree
Skills
- Chartered Advisor for Senior Living
- Chartered Financial Consultant
- Series 63
- Series 65
- Chartered Life Underwriter
- Series 7
- Retirement Income Certified Professional
- Certified Wealth Strategist
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