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Michael Donald Shimkin

Modern Wealth Management, LLC

Fairfield, NJ

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-02-04
NJ RA APPROVED 2025-07-31
  • PA RA
    APPROVED
    Since 2026-02-04
  • NJ RA
    APPROVED
    Since 2025-07-31

Branch Locations

Fairfield, NJ • 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
Modern Wealth Managaement, Llc Lenexa KS 06/2025 Present
Bank Of America Private Bank New York NY 08/2015 04/2025
  • 06/2025 → Present
    Modern Wealth Managaement, Llc
    Lenexa, KS
  • 08/2015 → 04/2025
    Bank Of America Private Bank
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
S66 Uniform Combined State Law Examination 2015-03-25
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16
  • S66 Uniform Combined State Law Examination
    2015-03-25
Other Names
  • Mike Shimkin

View on SEC IAPD

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