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
Peter Wargo (CRD# 6208776) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Troy, MI and has over 8 years of experience in the finance industry.
Michelle Cannan (CRD# 5102334) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has over 17 years of experience in the finance industry.
Daniel Cox (CRD# 7892495) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has 1 year of experience in the finance industry.
Kyle Dunn (CRD# 5881484) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Rochester, NY and has over 13 years of experience in the finance industry.
Zachary Ghilino (CRD# 7894712) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has 1 year of experience in the finance industry.
Jeremiah Johnson (CRD# 6031449) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Glidden, IA and has over 8 years of experience in the finance industry.
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.
Hayden Pudenz (CRD# 7371334) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has 1 year of experience in the finance industry.
Drew Sprugel (CRD# 7563754) is an Investment Advisor Representative working at Modern Wealth Management, LLC in Lenexa, KS and has 1 year of experience in the finance industry.