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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-11 |
| KS | RA | APPROVED | 2023-04-26 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-08 |
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