Kade Messner (CRD# 7370510) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Troy, MI and has over 2 years of experience in the finance industry.
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
CRD# 4216990
Strategic Blueprint, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Barber Financial Group | Lenexa, KS | Dec 2021 - Current | 2 |
| Osiwala Financial Group | Troy, MI | Apr 2021 - Current | 3 |
| Faurecia | Troy, MI | Jun 2020 - Apr 2021 | < 1 |
| Unemployed | Court, MI | Mar 2020 - Jun 2020 | < 1 |
| Meritor | Troy, MI | Jan 2018 - Mar 2020 | 2 |
| Tarr Financial | Troy, MI | May 2017 - Jan 2018 | < 1 |
| Edge Construction Services | Troy, MI | Jun 2017 - Sep 2017 | < 1 |
| Unemployed | Court, MI | Sep 2016 - Jun 2017 | < 1 |
| Student Painters | Troy, MI | Jun 2016 - Sep 2016 | < 1 |
| Unemployed Minor | Court, MI | May 2011 - Jun 2016 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2021 |
- MI
-
Total Assets Under Management2,073MILLIONS
-
Total Number of Accounts13,592ACCOUNTS
-
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, MD, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OK, PA, SC, SD, TN, TX, VA, WI
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