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Trevor Brown Klugh

Modern Wealth Management, LLC

Boise, ID

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
ID RA APPROVED 2024-10-18
TX RA APPROVED 2024-10-18
  • ID RA
    APPROVED
    Since 2024-10-18
  • TX RA
    APPROVED
    Since 2024-10-18

Branch Locations

1405 W Main Street, Boise, ID 83702 • 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
Petso Financial Consultants Llc Boise ID 01/2024 10/2024
Clearwater Analytics Boise ID 07/2023 01/2024
Research And Business Development Center Rexburg ID 01/2023 04/2023
Gesa Credit Union Richland WA 11/2021 09/2022
Aptive Environmental Norfolk VA 04/2021 08/2021
Ardent Overland Park KS 03/2021 04/2021
Whitby Farms Mesa WA 05/2020 10/2020
Murifield Village Golf Club Dublin OH 07/2019 09/2019
Murifield Village Golf Club Dublin OH 07/2018 01/2019
Murifield Village Golf Club Dublin OH 07/2016 01/2018
Brigham Young University - Idaho Rexburg ID 01/2018 07/2023
Modern Wealth Management, Llc Lenexa KS 10/2024 Present
  • 01/2024 → 10/2024
    Petso Financial Consultants Llc
    Boise, ID
  • 07/2023 → 01/2024
    Clearwater Analytics
    Boise, ID
  • 01/2023 → 04/2023
    Research And Business Development Center
    Rexburg, ID
  • 11/2021 → 09/2022
    Gesa Credit Union
    Richland, WA
  • 04/2021 → 08/2021
    Aptive Environmental
    Norfolk, VA
  • 03/2021 → 04/2021
    Ardent
    Overland Park, KS
  • 05/2020 → 10/2020
    Whitby Farms
    Mesa, WA
  • 07/2019 → 09/2019
    Murifield Village Golf Club
    Dublin, OH
  • 07/2018 → 01/2019
    Murifield Village Golf Club
    Dublin, OH
  • 07/2016 → 01/2018
    Murifield Village Golf Club
    Dublin, OH
  • 01/2018 → 07/2023
    Brigham Young University - Idaho
    Rexburg, ID
  • 10/2024 → Present
    Modern Wealth Management, Llc
    Lenexa, KS
Previous Registrations
  • 2024-04-04 → 2024-11-12
    Petso Financial Consultants Llc
    Boise, ID
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-04-04
  • S65 Uniform Investment Adviser Law Examination
    2024-04-04

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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