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Modern Wealth Management, LLC CRD 324624
$10.9B regulatory AUM 5 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-11 |
| KS | RA | APPROVED | 2023-04-26 |
Branch Locations
13350 W. 95Th Street , Lenexa, KS 66227 • United States
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Barber Financial Group | Lenexa | KS | 01/2015 | 04/2023 |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-09 |
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