Neelesh Ramanlal Champaneri

Current Employers

Modern Wealth Management, Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-04-02
TX	RA	APPROVED	2025-04-01

CA RA
APPROVED

Since 2025-04-02
TX RA
APPROVED

Since 2025-04-01

Branch Locations

2105 S. Bascom Ave. Suite 110, Campbell, CA 95008 • 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

Organization	City	State	From	To
Opes Advisors	Cupertino	CA	11/2014	02/2017
Wade Financial Advisory, Inc.	Campbell	CA	03/2017	03/2025
Modern Wealth Management	Lenexa	KS	03/2025	Present

11/2014 → 02/2017

Opes Advisors

Cupertino, CA
03/2017 → 03/2025

Wade Financial Advisory, Inc.

Campbell, CA
03/2025 → Present

Modern Wealth Management

Lenexa, KS

Previous Registrations

2017-05-02 → 2025-03-28

Wade Financial Advisory, Inc.

Campbell, CA

Other Businesses

1. TEGUS EXPERT NETWORKS; NOT INVESTMENT RELATED; 200 N. LASALLE ST., SUITE 1100, CHICAGO ILLINOIS 60601; EXPERT CONSULTING; INDEPENDENT CONTRACTOR; START DATE: 12/2022; LESS THAN 1 HOUR PER MONTH DURING SECURITIES TRADING HOURS; LESS THAN 1 HOUR PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; PARTICIPATE IN CONSULTING CALLS PROVIDING PERSPECTIVE ON NEW PRODUCTS OR PRACTICES.

Current Employers

Modern Wealth Management, Llc

Disclosures

Employment History

Previous Registrations

Other Businesses

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews