Colter Robert Heckman

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

• 09/2024 → 04/2026
  Copper Financial Network, Llc
  Lenexa, KS
• 05/2023 → 09/2024
  Communityamerica Credit Union
  Lenexa, KS
• 01/2023 → 04/2023
  Unemployed
  Cheyenne, WY
• 07/2021 → 12/2022
  Aimbridge Hospitality
  Cheyenne, WY
• 03/2022 → 09/2022
  Texas Roadhouse
  Cheyenne, WY
• 09/2020 → 07/2021
  Express Employment Professionals
  Cheyenne, WY
• 09/2018 → 05/2020
  University Of Wyoming
  Cheyenne, WY
• 08/2019 → 01/2020
  Northridge Discount Liquors
  Laramie, WY
• 05/2019 → 12/2019
  Express Employment Professionals
  Laramie, WY
• 10/2018 → 12/2018
  Wal-Mart
  Cheyenne, WY
• 05/2018 → 08/2018
  Honeybadger Landscaping
  Cheyenne, WY
• 09/2016 → 05/2018
  University Of Kansas
  Lawrence, KS
• 06/2017 → 08/2017
  Albany Restaurant Bar And Liquorama
  Cheyenne, WY
• 05/2016 → 09/2016
  Vector Marketing
  Cheyenne, WY
• 06/2020 → 08/2020
  Unemployed
  Cheyenne, WY
• 04/2026 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2025-05-19 → 2026-04-09
  Copper Financial
  Kansas City, MO
  Lenexa, KS

Exams

• S66 Uniform Combined State Law Examination
  2025-05-16

Other Names

• Colter Heckman