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Eric Mcgill Solve

Modern Wealth Management, LLC

Kansas City, MO

Campbell, CA

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Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-02
TX RA APPROVED 2025-04-01
  • CA RA
    APPROVED
    Since 2025-04-02
  • TX RA
    APPROVED
    Since 2025-04-01

Branch Locations

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

2105 S. Bascom Avenue Suite 110, Campbell, CA 95008 • 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
Wade Financial Advisory, Inc. Campbell CA 02/2012 03/2025
Modern Wealth Management, Llc Lenexa KS 03/2025 Present
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
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-22
  • S66 Uniform Combined State Law Examination
    2008-05-22
Designations

View on SEC IAPD

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Other Investors

FRANK JOSEPH JANACARO
SETH ALLAN KEETHLER
William Scott Wiley
Frederick G Prewitt
JOSEPH MARINO ST GEORGE
Joseph T Yates
ADELINE ELIZABETH KROPF
Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO
LPL FINANCIAL LLC · Kansas City, MO
U.S. BANCORP ADVISORS, LLC · Kansas City, MO
EDWARD JONES · KANSAS CITY, MO
DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO
COPPER FINANCIAL · Kansas City, MO
OSAIC WEALTH, INC. · KANSAS CITY, MO
EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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