Charles M. Kasper

Current Employers

Employment History

• 05/2005 → 04/2023
  Financial Security Inc
  Lee'S Summit, MO
• 05/2005 → Present
  Life Strategies Analytics
  Lee'S Summit, MO
• 05/2008 → 10/2016
  National Planning Corporation
  Lee'S Summit, MO
• 08/2016 → 04/2023
  Barber Financial
  Lees Summit, MO
• 10/2016 → 10/2024
  Mutual Securities, Inc.
  Camarillo, CA
• 04/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2016-08-18 → 2023-12-07
  Barber Financial Group
  Lees Summit, MO
  Lenexa, KS
• 2013-01-23 → 2016-10-03
  National Planning Corporation
  Lees Summit, MO

Other Businesses

1. Life Strategies Analytics, Inc., Start Date: 12/31/2019, 211A NW Executive Way, Lee's Summit, MO 64063, Sub S Corporation, LSA was founded to serve as the independent research and analysis, Financial Analyst Officer/25% Ownership, Financial Analyst for the investment committee, Not Investment Related, 10 Hours per month, Less than 1 Hour per day during trading hours. 2. Modern Wealth Management, LLC., Start Date: 04/24/2023, 13550 W 95th St., Lenexa, KS 66215, LLC, RIA, Executive Advisor, Design Financial Plans and Monitor support investment design and trades, provide client guidance and relationship manager and meet new clients, Investment Related, 173 Hours per month, 8 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2007-09-20

Designations