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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
    Lenexa, KS
Previous Registrations
  • 2025-01-17 → 2025-09-25
    Ofm Wealth
    Orland Park, IL
Designations

View on SEC IAPD

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