William Ray Doty

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

• 07/2007 → Present
  Barber Financial Group
  Lenexa, KS
• 04/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2011-11-18 → 2023-12-07
  Barber Financial Group
  Lenexa, KS

Other Businesses

BARBER FINANCIAL GROUP - RIA, 13550 W. 95TH ST LENEXA KS 66215, INVESTMENT ADVISOR REPRESENTATIVE, 1/24/2012, 20 HOURS TOTAL, 20 DURING TRADING HOURS, ORIA/FINANCIAL PLANNING.--

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-10-18
• S63 Uniform Securities Agent State Law Examination
  2009-12-18