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Kelley Jo Belmonte

Modern Wealth Management, LLC

Mesa, AZ

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-08-03
  • AZ RA
    APPROVED
    Since 2026-08-03

Branch Locations

1138 N Alma School Rd, Mesa, AZ 85201 • 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
Morgan Stanley Barrington IL 11/2013 10/2021
World Equity Group, Inc. Arlington Heights IL 10/2021 06/2026
Midway Wealth Partners, Llc Arlington Heights IL 01/2023 04/2025
Summit Financial, Llc Parsippany NJ 10/2024 06/2026
World Equity Group, Inc. Arlington Heights IL 10/2021 10/2024
Modern Wealth Managment , Llc Mesa AZ 06/2026 Present
Previous Registrations
  • 2024-10-01 → 2026-06-04
    Summit Financial, Llc
    Arlington Heights, IL
  • 2023-01-20 → 2025-04-24
    Midway Wealth Partners, Llc
    Arlington Heights, IL
  • 2021-10-07 → 2024-10-02
    World Equity Group, Inc.
    Schaumburg, IL
    Schaumburg, IL
    Arlington Heights, IL
  • 2020-09-12 → 2021-11-01
    Morgan Stanley
    Barrington, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-09-12
  • S66 Uniform Combined State Law Examination
    2020-09-12
Other Names
  • Kelley Jo Hiltunen
  • Kelley Jo Grady

View on SEC IAPD

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Other Investors

MATT SCOTT LOEFFLER
BRIAN JONATHAN BLANCHARD
LAURA MARIE JENSEN
RYAN J RICEDORFF
CECILIA CATALINA HENRIQUEZ-BURGESS
Mason Jay Massow
DANNY LEE BRIMHALL
Daniel Bruce Massow

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · MESA, AZ
TRIBECA FINANCIAL, LLC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
LPL FINANCIAL LLC · Mesa, AZ
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ
EDWARD JONES · MESA, AZ
STATE FARM INVESTMENT MANAGEMENT CORP. · Mesa, AZ

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