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).
-
Total Assets Under Management2,073MILLION
-
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, MI, MN, MO, NC, NE, NH, NV, NY, OH, OK, SC, SD, TN, TX, VA, WI
Stephen Howles (CRD# 6342051) 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.
Brian Johnson (CRD# 1550487) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Glidden, IA and has over 33 years of experience in the finance industry.
Rory Jones (CRD# 5598236) 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.
Charles Kasper (CRD# 4998636) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 16 years of experience in the finance industry.
Risdan Kasper (CRD# 1233904) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lees Summit, MO and has over 40 years of experience in the finance industry.
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.
Kenneth Osiwala (CRD# 2233338) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 30 years of experience in the finance industry.
Christopher Rett (CRD# 6257449) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 6 years of experience in the finance industry.
Wayne Robinson (CRD# 4948854) 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.
Craig Snedden (CRD# 4420136) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 20 years of experience in the finance industry.