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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
IA RA APPROVED 2026-05-06
  • IA RA
    APPROVED
    Since 2026-05-06

Branch Locations

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

706 Montana St, Glidden, IA 51443 • 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
Modern Wealth Management Glidden IA 03/2026 Present
Carroll Community School District Carroll IA 09/2025 Present
Daisy River Processing Llc Camanche IA 03/2025 06/2025
Rustic Cuts Council Bluffs IA 12/2023 07/2024
Bohlmann Inc. Denison IA 10/2022 12/2023
James Pudenz Cattle Co Carroll IA 10/2007 10/2022
Greg Pudenz Cattle Company Carroll IA 07/2024 03/2025
  • 03/2026 → Present
    Modern Wealth Management
    Glidden, IA
  • 09/2025 → Present
    Carroll Community School District
    Carroll, IA
  • 03/2025 → 06/2025
    Daisy River Processing Llc
    Camanche, IA
  • 12/2023 → 07/2024
    Rustic Cuts
    Council Bluffs, IA
  • 10/2022 → 12/2023
    Bohlmann Inc.
    Denison, IA
  • 10/2007 → 10/2022
    James Pudenz Cattle Co
    Carroll, IA
  • 07/2024 → 03/2025
    Greg Pudenz Cattle Company
    Carroll, IA
Other Businesses

James Pudenz Inc. Not investment related. 12892 Hwy71, Carroll, IA 51401. This business is a farm. I own 1/8 of the company and rent out my portion to my brothers, and I am not involved in any day to day activity. Not during business hours. I do not have a title or any duties, just rent my portion to my brothers. Daisy River Processing LLC. Not investment related. 1902 7th Ave, Camanche, IA 52730. This business is a beef processing plant. I own 19% in an LLC, and I am not involved in any day to day activity. Not during business hours. I helped get the business set up and now I am a passive owner of 19% of the shares, no duties within the company.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-05
  • S65 Uniform Investment Adviser Law Examination
    2026-05-05

View on SEC IAPD

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