Robert Newton (CRD# 2038692) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 9 years of experience in the finance industry.
CRD# 2074636
Financial Partners Group, Inc.
CRD# 3222569
Cambridge Investment Research Advisors, Inc.
CRD# 1380183
Creative Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Wealth Management, LLC | Lenexa, KS | Feb 2024 - Current | < 1 |
| Mutual Securities Group | Omaha, NE | Feb 2024 - Current | < 1 |
| Beltz, Ianni & Associates, LLC | Rochester, NY | Jan 2015 - Current | 9 |
| Lpl Financial LLC | Rochester, NY | Sep 2018 - Feb 2024 | 5 |
| Cadaret, Grant & Company, Inc. | Rochester, NY | Jan 2015 - Sep 2018 | 3 |
| Epic Advisors Inc. | Rochester, NY | Apr 2001 - Feb 2015 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2015 |
| S63 | Uniform Securities State Law Examination | Mar 2015 |
- NY
-
Total Assets Under Management2,073MILLIONS
-
Total Number of Accounts13,592ACCOUNTS
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Average Account Value$152,524
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, FL, GA, IA, IL, IN, KS, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, SC, SD, TN, TX, VA, WI
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