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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 2025-01-09
  • CO RA
    APPROVED
    Since 2025-01-09

Branch Locations

Highlands Ranch, CO • 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
Little Ollie's Denver CO 01/2017 08/2018
Colorado Athletic Club, Monaco Denver CO 05/2019 08/2019
Crestone Capital Llc Boulder CO 09/2019 01/2022
Stordahl Capital Management, Inc. Greenwood Village CO 04/2022 12/2024
Various Denver CO 01/2012 05/2017
University Of Colorado Boulder CO 01/2018 05/2021
Modern Wealth Management, Llc Lenexa KS 01/2025 Present
  • 01/2017 → 08/2018
    Little Ollie's
    Denver, CO
  • 05/2019 → 08/2019
    Colorado Athletic Club, Monaco
    Denver, CO
  • 09/2019 → 01/2022
    Crestone Capital Llc
    Boulder, CO
  • 04/2022 → 12/2024
    Greenwood Village, CO
  • 01/2012 → 05/2017
    Various
    Denver, CO
  • 01/2018 → 05/2021
    University Of Colorado
    Boulder, CO
  • 01/2025 → Present
    Lenexa, KS
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17
Designations
Other Names
  • Payton Simmons
  • Peyton Simmons

View on SEC IAPD

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