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Dail Blake
28 Years of Experience
Overland Park, KS
1 DisclosureBroker
Dail Blake is a registered investment advisor at Umb Financial Services, INC., based in Overland Park, KS, with 28 years of industry experience. Dail is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Socially Responsible Investing.
Compensation
Fee-Only (% of Portfolio)
Firm Size
42 advisors
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$5.0M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.45% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15M+ | 0.45% |
Fees may be negotiable based on the client's total relationship with the firm. Fixed Income Program fees will not exceed 1.00%.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location
11935 Riley St, Overland Park, KS, 66213
Get directionsHistory
Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
October 1999Settled
Employment History
Current Registrations
Umb Financial Services, INC.Broker
August 2025 - Present · 1 yr 2 mos
Umb Financial Services, INC.
August 2025 - Present · 1 yr 2 mos
Previous Registrations
Money Concepts Capital CORPBroker
December 2017 - December 2023 · 6 yrs
Money Concepts Advisory Service
November 2017 - December 2023 · 6 yrs 1 mo
Country Club Financial Services, INC.
March 2004 - December 2017 · 13 yrs 9 mos
Country Club Financial Services, INC.
July 2003 - March 2004 · 8 mos
Country Club Financial Services, INC.Broker
January 2002 - December 2017 · 15 yrs 11 mos
RBC Dain Rauscher INC.Broker
March 1998 - January 2002 · 3 yrs 10 mos
Dain Rauscher IncorporatedBroker
January 1997 - March 1998 · 1 yr 2 mos
Piper Jaffray INC.Broker
February 1996 - February 1997 · 1 yr
State Registrations30 states
AKALARCACODCFLGAIAILKSKYMAMIMNMONCNENYOHOKPASCSDTXUTVAWAWIWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.
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