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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-12-20
  • NC RA
    APPROVED
    Since 2024-12-20

Branch Locations

1525 East Franklin Street, Chapel Hill, NC 27514 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Team Wealth Planning And Management, Inc. Chapel Hill NC 01/2004 12/2016
Team Wealth Planning And Management, Inc. Chapel Hill NC 01/2017 12/2019
Advisory Services Network, Llc Atlanta GA 05/2019 12/2024
Modern Wealth Management Lenexa KS 12/2024 Present
  • 01/2004 → 12/2016
    Team Wealth Planning And Management, Inc.
    Chapel Hill, NC
  • 01/2017 → 12/2019
    Team Wealth Planning And Management, Inc.
    Chapel Hill, NC
  • 05/2019 → 12/2024
    Advisory Services Network, Llc
    Atlanta, GA
  • 12/2024 → Present
    Modern Wealth Management
    Lenexa, KS
Previous Registrations
  • 2019-05-30 → 2024-12-20
    Chapel Hill, NC
    Atlanta, GA
  • 2004-02-11 → 2019-05-31
    Team Wealth Planning And Management, Inc.
    Chapel Hill, NC
    Chapel Hill, NC
Other Businesses

1) Red Truck Blue Truck LLC: member/owner of commercial condo; start date: May 2018. Not investment related. Chapel Hill North Carolina; 0 hrs/mnth during securities trading hours; 2 hrs/mnt outside of securities trading hours. 2) High Road Management LLC: not investment related; managing member/owner; Chapel Hills, NC; 0 hrs/mnth during securities trading hours; 10 hrs/mnth outside of securities trading hours; pays expenses and employees for dba LFM Wealth Management. 3) Carol Woods Retirement Community: not investment related; treasurer, finance chair, executive committee on the board of directors; start date: 01/2022; 0hrs/mnth during securities trading hours; 8 hrs/mnth outside of securities trading hours. 4) County Hall Insurance Company: Residential Board Member on the Board of Directors; not investment related; start date: 07/2024; start date: 1hr/mnth during securities trading hours; 0 hrs/mnth outside of securities trading hours; Chapel Hill, NC; attend annual board meeting, maintain state of North Carolina residency, maintain good standing with NC Department of Insurance. Company provides affordable truck insurance to members of long haul trucking industry. 5) Link Apartments Carlisle 8 LLC. Investment Related. Passive Income. 111-121 Washington Street (aka 8 Carlisle Street), Financial District, New York, NY 10006. Equity investment in new apartment building in New York City (multifamily development) . Member. 12/09/2024. 0 hours during trading hours. 6) Timber Hollow LLC. Investment Related. Passive Income. 4.61% ownership with spouse in multifamily complex in Chapel Hill, NC. Member. 06/11/2020. 0 hours during trading hours. 7) Gwendolyn Office Co-Investment LLC. Investment Related. Passive Income. 5.25% co-ownership with spouse in commercial office building in Chapel Hill, NC. Member. 05/23/2023. 0 hours during trading hours. 8) Grubb Real Estate Investment Co LLC. Investment Related. Passive Income. 0.12% co-ownership with spouse - Equity investment in Grubb Real Estate Investment Co LLC (management company). Member. 04/10/2023. 0 hours during trading hours. 9) Glen Lennox Phase One LLC. Investment Related. Passive Income. 0.40% ownership with spouse - passive Real Estate Investment in Chapel Hill NC. Member. 01/01/2019. 0 hours during trading hours. 10) GL Chapel Hill Fund LLC. Investment Related. Passive Income. 12.50% ownership with a spouse in passive real estate investment based in Chapel Hill NC. Member. 1/1/2017. 0 hours during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-12-22
  • S65 Uniform Investment Adviser Law Examination
    2003-12-22
Designations
Other Names
  • Lawrence Francis Mcmanus
  • Lawrence, Jr. Francis Mcmanus

View on SEC IAPD

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