Ameriprise Financial Services
47yrs
Top 1% by experience in Edina
39yrs
Todd Krough
Full name on record: Todd Frederick Krough
Financial advisor at UMB Private Wealth Management
Todd Krough is a fiduciary financial advisor in Edina, Minnesota, with 39 years in the industry. After five years at Tealwood Asset Management and three years at Alliancebernstein, Todd joined UMB Private Wealth Management in 2026, a firm offering financial planning, investment management, and private fund management. UMB Private Wealth Management reports being paid through a percentage of assets, flat fees, and performance-based fees.
One of 600 advisors with offices in Edina, and one of 488 fiduciaries.
At a glance
Experience39 years (since 1987)
How that compares ?Top 4% by experience in Minnesota
Office7701 France Ave S, Edina, MN 55435
How the firm is paid ?Percent of assets, Flat fee, Performance fee
Typical client at the firm ?$1.3 million
Advisors at the firm40
States licensed ?1 state
Services through UMB Private Wealth Management
Financial planningInvestment management for individuals and small businessesManaging private fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowUMB Private Wealth Management, LLCCurrent firm
- 2017 – 2023Tealwood Asset ManagementPreviously
- 2014 – 2017Alliancebernstein L.P.Previously
- Dec 2013 – Jul 2014Strategic Advisers LLCPreviously
Contact Todd
7701 France Ave SEdina, MN 55435Office · Get directions Firm main line(816) 860-7000Headquarters: UMB Private Wealth Management · Overland Park, KS Firm websiteumb.com/privatewealth
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Questions to ask Todd
Tailored to Todd’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- Your firm can charge performance-based fees. Would that apply to me?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Todd
How do I contact Todd?
Call UMB Private Wealth Management at (816) 860-7000 and ask for Todd Krough. Todd works from the Edina, MN office.
How long has Todd been a financial advisor?
Todd has been in the industry since 1987, about 39 years. Top 4% by experience in Minnesota.
What licenses does Todd hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Todd a fiduciary?
Todd is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Todd paid?
UMB Private Wealth Management reports being paid by a percentage of the assets they manage, flat or fixed fees, a share of investment gains. Ask Todd for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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