Sonja Koppenwallner

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2010 → 03/2026
  Lpl Financial, Llc
  Plantation, FL
• 08/2014 → Present
  Lwm Advisory Services, Llc
  Plantation, FL
• 03/2026 → Present
  Modern Wealth Management, Llc
  Plantation, FL

Previous Registrations

• 2014-08-18 → 2026-07-31
  Lwm Advisory Services, Llc
  Plantation, FL
  Miami, FL
• 2010-06-04 → 2015-10-30
  Lpl Financial Llc
  Plantation, FL
  Miami, FL
  Plantation, FL
  Plantation, FL
• 2005-08-30 → 2010-06-04
  Ameriprise Financial Services, Llc
  Plantation, FL
  Ft Lauderdale, FL

Other Businesses

1. 03/16/2016: LWM Miami, LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - 7344 Southwest 46th Street Miami, FL 33155 - Start 04/01/2016 - 5 Hr/Mo; 1 Hour(s) During Securities Trading 2. 4/12/2019 - No Business Name - Investment Related - At Reported Business Location(s) - Other-Notary Public - Started 04/27/2016 - 1 Hour Per Month During Securities Trading. 3. 4/23/2019 - Erbengemeinschaft Obermeier/Koppenwallner - Investment Related - Pielenhofen & Nittendorf, Germany - Real Estate Rental - Started 09/01/2016 - 1 Hour Per Month/0 Hours During Securities Trading - Properties inherited.

Exams

• S66 Uniform Combined State Law Examination
  2005-08-26

Designations

• Certified Financial Planner