Michael Shane Barber

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

• 01/2011 → Present
  Barber Financial Group
  Lenexa, KS
• 08/2016 → Present
  Mutual Securities, Inc
  Camarillo, CA
• 04/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2011-01-03 → 2023-12-07
  Barber Financial Group
  Lenexa, KS
• 2007-05-01 → 2015-01-15
  National Planning Corporation
  Lenexa, KS
• 2006-06-22 → 2007-04-27
  Voya Financial Advisors, Inc.
  Lenexa, KS
  Lenexa, KS

Other Businesses

1. Legacy Management, LLC., Start Date: 08/2016, 13550 W. 95th Street, Lenexa, KS 66215, Administrative Operations / Partner, Investment Related, 5 hours per month, 0 hours per day during trading hours. 2. Barber Wealth Management, Start Date: 12/16/2010, 13550 W. 95th Street Lenexa, KS 66215, S-Corp, Administrative Operation/President/Planning & Administration, 1-2 hours per month, 0 hours per day during trading hours. 3. Independent Insurance Agent, Sole Proprietor, Start Date: 08/24/2016, 13550 W. 95th St. Lenexa St. Lenexa, KS 66215, Insurance Agent, Conduct Insurance Transactions such as life, LTC, Universal life, etc., Not Investment Related, 5-10 hours per month, .5 hours per day during trading hours. 4. BFG Advisors Group, LLC., Start Date: 01/04/2011, 13550 W. 95th St., Lenexa, KS 66215, LLC, Succession planning for potential ownership in Barber Financial Group, Managing Member, Payment of Life Premiums, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 5. Modern Wealth Management, LLC., Start Date: 04/24/2023, 13550 W 95th St., Lenexa KS 66215, LLC, RIA, Executive Advisor, Attracting and Retaining Clients, Investment Related, 160 Hours per month, 8 Hours per day during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2005-11-08

Other Names

• Shane Barber