Kyle Martin James

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

• 05/2010 → Present
  Martin James Investment And Tax Management, Llc
  Mooresville, IN
• 05/2010 → 10/2023
  World Equity Group
  Arlington Heights, IL
• 10/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2010-08-27 → 2023-10-13
  World Equity Group, Inc.
  Mooresville, IN
  Schaumburg, IL
  Schaumburg, IL

Other Businesses

1) MARTIN JAMES, CPA, PC 130 Meadowlake Dr., Moorseville, IN 46168, not investment related. Start date: 5/2010. Senior Manager/CPA. Provide tax and accounting services along with recommendation and implementation of fixed insurance products (investment related) in the financial planning process. 40 hrs/mo and 40/hrs mo during securities trading hours. 2) Backyard Farms, LLC., 3475 N CR 900 E, Brownsburg, IN 46112. not investment related. Start Date: 3/2020. Manager for my wife, who is sole owner's business. Small farm - raising pigs, chickens and cattle. 3) Indy Mavericks, Inc. Not Investment Related. 8 Laurel Valley Dr. Brownsburg, IN 46112. Girls Softball Team. Vice President of Board/Assistant Coach. Start Date: 7/22/2024. 10 hours per week outside of securities trading hours. 0 hours per week during securities trading hours. Assistant coach to a youth girls travel softball team and Vice President of the board. 4) Unnamed LLC. Investment Related. Passive Income. Long Term Rental Property. 3475 N County Road 900 E, Brownsburg, IN 46112. Owner and Member. 0 hours during trading hours.

Exams

• S66 Uniform Combined State Law Examination
  2010-08-26

Other Names

• Kyle James