Lawrence Ira Schechter

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

• 04/2010 → 05/2019
  Independent Financial Group
  San Diego, CA
• 04/2010 → 04/2025
  Planned Asset Management
  Calabasas, CA
• 05/2019 → 04/2025
  M. S. Howells & Co.
  Scottsdale, AZ
• 04/2025 → Present
  Modern Wealth Management
  Lenexa, KS

Previous Registrations

• 2010-12-02 → 2025-04-29
  Planned Asset Management
  Calabasas, CA
• 2010-04-27 → 2019-05-16
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Calabasas, CA
  Calabasas, CA
  Bakersfield, CA
• 2004-08-02 → 2010-04-29
  Afa Advisor Services Llc
  Calabasas, CA
  Calabasas, CA

Other Businesses

GENWORTH INSURANCE; INVESTMENT RELATED; 11011 WEST BROAD ST, GLEN ALLEN, VA 23060; INSURANCE SALES; INSURANCE AGENT; STARTED: 01/2010; ZERO HOURS; RECEIVE COMMISSION ON INSURANCE PREMUIMS FROM ESTABLISHED LONG TERM CARE POLICIES SOLD YEARS AGO.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-10-10
• S66 Uniform Combined State Law Examination
  2004-01-06

Other Names

• Larry Schechter