Christopher Joseph Rett

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

• 05/2017 → 01/2021
  Richard W. Paul & Associates, Llc
  Novi, MI
• 05/2007 → Present
  Program Administration
  Swartz Creek, MI
• 09/2013 → 05/2017
  Financial Strategies Group Dba Ny Life Securities
  Northville, MI
• 02/2021 → 05/2023
  Barber Financial Group
  Lenexa, KS
• 05/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2021-03-03 → 2023-12-07
  Barber Financial Group
  Lenexa, KS
  Lenexa, KS
• 2017-08-10 → 2021-01-28
  Richard W. Paul & Associates, Llc
  Novi, MI

Other Businesses

Program Administration; Data Entry Consulting. Start Date: 05/2007. Less than 5% of time spent in this capacity. Non-Investment related. Insurance Agent, Midwest Financial Consultants. State Date: 08/2017. Approx. 25% of time in this capacity. Not investment related.

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-07-27

Designations

• Certified Financial Planner

Other Names

• Chris Joseph Rett
• Chris Rett