Eric Mcgill Solve

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

• 02/2012 → 03/2025
  Wade Financial Advisory, Inc.
  Campbell, CA
• 03/2025 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2013-07-29 → 2025-03-28
  Wade Financial Advisory, Inc.
  Campbell, CA
• 2010-09-08 → 2012-03-02
  Scagliotti & Associates
  Los Gatos, CA
• 2008-07-08 → 2010-05-25
  Avantax Advisory Services
  Monterey, CA

Exams

• S66 Uniform Combined State Law Examination
  2008-05-22

Designations

• Certified Financial Planner