Inactive

James Porter Rankin

Modern Wealth Management, LLC

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

Authority	Category	Status	Date
KS	RA	APPROVED	2023-11-10

KS RA
APPROVED

Since 2023-11-10

Branch Locations

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
Ae Wealth Management, Llc	Topeka	KS	04/2016	04/2018
Creativeone Wealth, Llc	Overland Park	KS	04/2018	10/2023
Modern Wealth Management, Llc	Lenexa	KS	10/2023	Present
Creativeone Securities	Overland Park	KS	04/2018	10/2023

04/2016 → 04/2018

Ae Wealth Management, Llc

Topeka, KS
04/2018 → 10/2023

Creativeone Wealth, Llc

Overland Park, KS
10/2023 → Present

Modern Wealth Management, Llc

Lenexa, KS
04/2018 → 10/2023

Creativeone Securities

Overland Park, KS

Previous Registrations

2022-11-03 → 2023-10-09

Creativeone Securities, Llc

Overland Park, KS

Overland Park, KS

Overland Park, KS
2018-04-24 → 2023-10-09

Creativeone Wealth, Llc

Leawood, KS

Overland Park, KS
2017-09-01 → 2018-04-11

Ae Wealth Management, Llc

Topeka, KS

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-08-31
S63	Uniform Securities Agent State Law Examination	2013-09-20

S66 Uniform Combined State Law Examination

2017-08-31
S63 Uniform Securities Agent State Law Examination

2013-09-20

Other Names

J.P. Rankin
James Rankin

View on SEC IAPD

Other Firms

STATE FARM INVESTMENT MANAGEMENT CORP.

LPL FINANCIAL LLC

U.S. BANCORP ADVISORS, LLC

DOMINION PORTFOLIO MANAGEMENT, INC.

COPPER FINANCIAL

OSAIC WEALTH, INC.

MARKET INVESTMENT GROUP, LLC

Other Investors

FRANK JOSEPH JANACARO

SETH ALLAN KEETHLER

William Scott Wiley

Frederick G Prewitt

JOSEPH MARINO ST GEORGE

ADELINE ELIZABETH KROPF

Michael Andrew Keeton

Other Offices

STATE FARM INVESTMENT MANAGEMENT CORP. · Kansas City, MO

LPL FINANCIAL LLC · Kansas City, MO

U.S. BANCORP ADVISORS, LLC · Kansas City, MO

EDWARD JONES · KANSAS CITY, MO

DOMINION PORTFOLIO MANAGEMENT, INC. · KANSAS CITY, MO

COPPER FINANCIAL · Kansas City, MO

OSAIC WEALTH, INC. · KANSAS CITY, MO

EDWARD JONES · KANSAS CITY, MO

More in Kansas City, MO

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