Morrie Wolbrum Reiff

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

• 05/1985 → 04/2025
  Planned Asset Management, Llc.
  Calabasas, CA
• 10/2001 → 04/2025
  Quantitative Strategies Inc.
  Calabasas, CA
• 04/2010 → 05/2019
  Independent Financial Group
  San Diego, CA
• 05/2019 → 04/2025
  M.S. Howells & Company
  Scottsdale, AZ
• 04/2025 → Present
  Modern Wealth Management
  Lenexa, KS

Previous Registrations

• 2010-02-08 → 2025-04-29
  Planned Asset Management
  Calabasas, CA
• 2010-02-08 → 2025-04-29
  Quantitative Strategies, Inc.
  Calabasas, CA
  Calabasas, CA
• 2010-05-04 → 2019-05-16
  Independent Financial Group, Llc
  San Diego, CA
  San Diego, CA
  Calabasas, CA
• 2005-11-10 → 2010-12-08
  Afa Advisor Services Llc
  Calabasas, CA
  Calabasas, CA

Other Businesses

1. JAN 1978; INSURANCE PRODUCER LIC 0662563, CALABASAS, CA; NON INVESTMENT RELATED; LIFE AND HEALTH INSURANCE; OWNER; ESTATE PLANNING, LIFE, DISABILITY, LTC, FIXED PRODUCTS; DEVOTE VARIOUS HOURS/MONTH AS REQUIRED. 2. 1978; BRICKMAN, REIFF & ASSOCIATES; SOLE PROPRIETORSHIP; NON-INVESTMENT RELATED; NON-FEE BUSINESS; PRIMARY INSURANCE; OWNER; 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS. 3. 1990; GLOBAL TRAVEL INTERNATIONAL, INC.; MAITLAND, FL; WWW.GLOBALTRAVEL.COM; NON-INVESTMENT RELATED; TRAVEL AGENCY; TRAVEL AGENT; VARIOUS HOURS PER MONTH AS REQUIRED. 4. BR & Company; Not investment related; used to collect commissions. Less than 5 hours per month outside of securities trading hours; 0. hours per month during securities trading hours. Owner.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-08-16

Designations

• Certified Financial Planner