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Melissa Ann Seamon

Modern Wealth Management, LLC

Saginaw, MI

Kansas City, MO

CRD 5771478

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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:

Current Employers
Modern Wealth Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MI RA APPROVED 2024-12-15
  • MI RA
    APPROVED
    Since 2024-12-15

Branch Locations

100 Harrow Lane, Saginaw, MI 48638 • 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
Gardey Financial Advisors Llc Saginaw MI 02/2001 Present
Modern Wealth Management Lenexa KS 12/2024 Present
  • 02/2001 → Present
    Gardey Financial Advisors Llc
    Saginaw, MI
  • 12/2024 → Present
    Modern Wealth Management
    Lenexa, KS
Previous Registrations
  • 2010-04-06 → 2025-03-26
    Gardey Financial Advisors Inc
    Saginaw, MI
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

AMERIPRISE FINANCIAL SERVICES, LLC
RAYMOND JAMES & ASSOCIATES, INC.
CWM, LLC

Nearby Investors

DOUGLAS JAMES ADAMS
SCOTT ALAN HAGENBACH
JORDAN TIMOTHY BANNERMAN

Nearby Offices

AMERIPRISE FINANCIAL SERVICES, LLC · SAGINAW, MI
RAYMOND JAMES & ASSOCIATES, INC. · SAGINAW, MI
CWM, LLC · Saginaw, MI

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