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Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-05-11
KS RA APPROVED 2023-04-26
  • MO RA
    APPROVED
    Since 2023-05-11
  • KS RA
    APPROVED
    Since 2023-04-26

Branch Locations

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
Omaha Country Club Omaha NE 07/2016 08/2021
Golf Galaxy Overland Park KS 08/2020 05/2021
Atterbury Student Success Center Kansas City MO 03/2019 03/2020
Barber Financial Group Lenexa KS 02/2022 Present
University Of Missouri - Kansas City Kansas City MO 09/2021 02/2022
Modern Wealth Management, Llc Lenexa KS 04/2023 Present
  • 07/2016 → 08/2021
    Omaha Country Club
    Omaha, NE
  • 08/2020 → 05/2021
    Golf Galaxy
    Overland Park, KS
  • 03/2019 → 03/2020
    Atterbury Student Success Center
    Kansas City, MO
  • 02/2022 → Present
    Barber Financial Group
    Lenexa, KS
  • 09/2021 → 02/2022
    University Of Missouri - Kansas City
    Kansas City, MO
  • 04/2023 → Present
    Lenexa, KS
Previous Registrations
  • 2022-09-30 → 2023-12-07
    Barber Financial Group
    Lenexa, KS
Other Businesses

Barber Financial Group, investment adviser representative, 40+ hours a week.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-30
  • S65 Uniform Investment Adviser Law Examination
    2022-09-30

View on SEC IAPD

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