Modern Asset Management LLC

Modern Asset Management LLC (CRD# 128768) is a financial advisory firm headquartered in Columbus, NE. They manage $12,296,226 in 217 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    217
    ACCOUNTS
  • Average Account Value
    $56,665
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

NE

Financial Advisors at Modern Asset Management LLC
Showing 1 - 2 of 2 top financial advisors.
1
Jan P. Schmeits
CRD#: 4722724
2475 39 Ave - Suite A, Columbus, NE 68601
93
Wealthminder
score

Jan Schmeits (CRD# 4722724) is an Investment Advisor Representative working at Modern Asset Management LLC in Columbus, NE and has over 16 years of experience in the finance industry.

2
Jordan A. Mueller
CRD#: 6428573
2475 39 Ave - Suite A, Columbus, NE 68601
88
Wealthminder
score

Jordan Mueller (CRD# 6428573) is an Investment Advisor Representative working at Modern Asset Management LLC in Columbus, NE and has 1 year of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.