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Brendan Thomas Nuzzo

Modern Wealth Management, LLC

Orland Park, IL

Kansas City, MO

CRD 8024443

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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
IL RA APPROVED 2025-04-25
  • IL RA
    APPROVED
    Since 2025-04-25

Branch Locations

10709 W. 159Th Street, Orland Park, IL 60467 • 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
Ofm Wealth Orland Park IL 01/2021 04/2025
Alsip Home & Nursery Frankfort IL 03/2017 08/2020
Unemployed Frankfort IL 08/2016 03/2017
Unemployed Iowa City IA 08/2020 05/2021
Modern Wealth Management, Llc Lenexa KS 04/2025 Present
  • 01/2021 → 04/2025
    Ofm Wealth
    Orland Park, IL
  • 03/2017 → 08/2020
    Alsip Home & Nursery
    Frankfort, IL
  • 08/2016 → 03/2017
    Unemployed
    Frankfort, IL
  • 08/2020 → 05/2021
    Unemployed
    Iowa City, IA
  • 04/2025 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
Previous Registrations
  • 2025-01-17 → 2025-09-25
    Ofm Wealth
    Orland Park, IL
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

MORGAN STANLEY
OSAIC WEALTH, INC.
CETERA INVESTMENT ADVISERS LLC

Nearby Investors

ANDREA PAGLIARO
Randall Andrew Scianna
KRISTEN ANNE ROSE

Nearby Offices

MORGAN STANLEY · Orland Park, IL
OSAIC WEALTH, INC. · Orland Park, IL
CETERA INVESTMENT ADVISERS LLC · ORLAND PARK, IL

More in Orland Park, IL

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