Joel Angel Palatnik

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

Authority	Category	Status	Date
FL	RA	APPROVED	2026-03-25

FL RA
APPROVED

Since 2026-03-25

Branch Locations

1250 S. Pine Island Road Suite 350, Plantation, FL 33324 • 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

Organization	City	State	From	To
Lwm Advisory Services, Llc	Plantation	FL	07/2015	Present
Lpl Financial Llc	Plantation	FL	07/2015	03/2026
Modern Wealth Managament, Llc	Plantation	FL	03/2026	Present

07/2015 → Present

Lwm Advisory Services, Llc

Plantation, FL
07/2015 → 03/2026

Lpl Financial Llc

Plantation, FL
03/2026 → Present

Modern Wealth Managament, Llc

Plantation, FL

Previous Registrations

2015-08-07 → 2026-08-31

Lwm Advisory Services, Llc

Plantation, FL
2017-12-22 → 2018-01-17

Lpl Financial Llc

Plantation, FL
2014-12-11 → 2015-08-03

Raymond James Financial Services Advisors, Inc

Miami, FL
2008-05-30 → 2014-12-08

Lpl Financial Llc

Miami, FL

Miami, FL

Plantation, FL
2007-03-29 → 2007-07-27

Equity Services, Inc.

Coral Gables, FL
2005-04-29 → 2007-01-16

Msi Financial Services, Inc.

Coral Gables, FL

Coral Gables, FL

Other Businesses

1.08/15/2016 - No Business Name - Non-Variable Insurance - INV REL - 1250 S. PINE ISLAND RD #350, PLANTATION, FL 33324 - Started 07/15/2016 - 5 Hr/Mo; 0 Hours During Securities Trading. 2. 6/22/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 07/15/2016 - Whole Life, Universal Life, Fixed Index Life and Term Life Insurance 4. 10/29/2018 - Legacy Wealth Management Inc - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:11/15/2018 - 180 Hours Per Month/6 Hours During Trading. 5. 5/22/2020 - InvesTrust Financial Advisors LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 07/01/2020 - 1 Hour Per Month. 6. 8/14/2020 - No Business Name - Investment Related - Miami, FL 33131 & Aventura, FL 33180 - Real Estate Rental - Started 08/03/2020 - 2 Hours Per Month During Securities Trading - Owner and operator of personal real estate rental/ investment properties. 7. 6/14/2021 - JADS Holdings 2, LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Start Date: 5/1/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Establishing LLC for the sole purpose of holding Real Estate assets/rental properties.