Modern Wealth Management, LLC
Modern Wealth Management, LLC (CRD# 324624) is a financial advisory firm headquartered in Lenexa, KS. They manage $2,073,107,856 in 13,592 accounts and serve the financial needs of clients across 27 states (or territories).
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Total Assets Under Management2,073MILLION
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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
Kyle Akers (CRD# 5521788) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Troy, MI and has over 14 years of experience in the finance industry.
Frank Barber (CRD# 1738443) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 36 years of experience in the finance industry.
Michael Barber (CRD# 5028934) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 18 years of experience in the finance industry.
Logan Degraeve (CRD# 6202417) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 8 years of experience in the finance industry.
Joshua Diekmann (CRD# 6991091) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 5 years of experience in the finance industry.
William Doty (CRD# 5390751) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 14 years of experience in the finance industry.
Jeffrey Ernest (CRD# 6306064) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 7 years of experience in the finance industry.
Thomas Falkenberry (CRD# 1925791) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Great Falls, VA and has 1 year of experience in the finance industry.
David Germano (CRD# 4100592) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Rochester, NY and has over 24 years of experience in the finance industry.
Bruce Godke (CRD# 1733673) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 36 years of experience in the finance industry.