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Joshua Kirk Diekmann

Modern Wealth Management, LLC

Lee Summit, MO

Kansas City, MO

CRD 6991091

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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:

Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2023-05-12
MO RA APPROVED 2023-05-12
  • KS RA
    APPROVED
    Since 2023-05-12
  • MO RA
    APPROVED
    Since 2023-05-12

Branch Locations

211A Ne Executive Way, Lee Summit, MO 64063 • 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
Barber Financial Group Lee'S Summit MO 07/2018 04/2023
Unemployed Lee'S Summit MO 05/2018 07/2018
Amc Theaters Leawood KS 08/2010 05/2018
Modern Wealth Management Lenexa KS 04/2023 Present
  • 07/2018 → 04/2023
    Barber Financial Group
    Lee'S Summit, MO
  • 05/2018 → 07/2018
    Unemployed
    Lee'S Summit, MO
  • 08/2010 → 05/2018
    Amc Theaters
    Leawood, KS
  • 04/2023 → Present
    Modern Wealth Management
    Lenexa, KS
Previous Registrations
  • 2019-03-21 → 2023-12-07
    Barber Financial Group
    Lee'S Summit, MO
    Lenexa, KS
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-03-21
  • S65 Uniform Investment Adviser Law Examination
    2019-03-21
Designations
  • Certified Financial Planner
Other Names
  • Josh Kirk Diekmann

View on SEC IAPD

Nearby Firms

CETERA INVESTMENT ADVISERS LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
WELLS FARGO CLEARING SERVICES, LLC

Nearby Investors

ROBERT WAYNE VANSANDT
KIRBY WILLIAM BOCK
TIFFANY DAWN LOPEZ

Nearby Offices

CETERA INVESTMENT ADVISERS LLC · LEE SUMMIT, MO
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · LEE SUMMIT, MO
WELLS FARGO CLEARING SERVICES, LLC · LEES SUMMIT, MO

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