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Michael Shane Barber

Modern Wealth Management, LLC

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-05-11
KS RA APPROVED 2023-04-26
  • MO RA
    APPROVED
    Since 2023-05-11
  • KS RA
    APPROVED
    Since 2023-04-26

Branch Locations

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Barber Financial Group Lenexa KS 01/2011 Present
Mutual Securities, Inc Camarillo CA 08/2016 Present
Modern Wealth Management, Llc Lenexa KS 04/2023 Present
  • 01/2011 → Present
    Barber Financial Group
    Lenexa, KS
  • 08/2016 → Present
    Mutual Securities, Inc
    Camarillo, CA
  • 04/2023 → Present
    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
    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
CodeExamDate
S66 Uniform Combined State Law Examination 2005-11-08
  • S66 Uniform Combined State Law Examination
    2005-11-08
Other Names
  • Shane Barber

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