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Danielle Kathleen Berz

Modern Wealth Management, LLC

Denver, CO

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
CO RA APPROVED 2026-04-21
  • CO RA
    APPROVED
    Since 2026-04-21

Branch Locations

250 Fillmore Street Suite 475, Denver, CO 80290 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • 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
Lpl Financial Llc Denver CO 05/2013 04/2026
Brown & Tedstrom Retirement Planning, Inc. Denver CO 04/2013 05/2018
Brown & Company Denver CO 05/2018 12/2019
Brown & Company, Inc. Denver CO 05/2018 12/2019
Modern Wealth Management, Llc Denever CO 04/2026 Present
  • 05/2013 → 04/2026
    Lpl Financial Llc
    Denver, CO
  • 04/2013 → 05/2018
    Brown & Tedstrom Retirement Planning, Inc.
    Denver, CO
  • 05/2018 → 12/2019
    Brown & Company
    Denver, CO
  • 05/2018 → 12/2019
    Brown & Company, Inc.
    Denver, CO
  • 04/2026 → Present
    Modern Wealth Management, Llc
    Denever, CO
Previous Registrations
  • 2013-05-15 → 2026-04-29
    Lpl Financial Llc
    Denver, CO
    New York, NY
    Denver, CO
  • 2015-04-09 → 2019-12-31
    Brown And Company, Inc.
    Denver, CO
  • 2008-10-10 → 2013-04-10
    Ubs Financial Services Inc.
    Tacoma, WA
    Weehawken, NJ
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-09
  • S66 Uniform Combined State Law Examination
    2008-10-09
Designations

View on SEC IAPD

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