Markku Taneli Happonen

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 05/2024
  Wealth Management Solutions Llc
  Exton, PA
• 11/2015 → 12/2017
  Mutual Securities, Inc.
  Camarillo, CA
• 05/2024 → Present
  Modern Wealth Management
  Lenexa, KS

Previous Registrations

• 2015-11-06 → 2024-08-07
  Wealth Management Solutions
  Exton, PA
• 2012-05-23 → 2015-11-24
  The Wharton Advisory Group, Llc
  Wayne, PA
• 2012-07-23 → 2013-05-15
  Lpl Financial Llc
  Radnor, PA
• 2011-01-03 → 2012-11-28
  Market Street Wealth Management
  West Chester, PA
• 2010-04-14 → 2010-12-31
  Usa Financial Securities Llc
  Ada, MI
  West Chester, PA
• 2010-01-12 → 2010-04-13
  Voya Financial Advisors, Inc.
  Philadelphia, PA

Exams

• S66 Uniform Combined State Law Examination
  2009-12-23

Designations

• Certified Financial Planner
• Chartered Financial Consultant

Other Names

• Tanu Happonen