Rodney Dale Wade

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

• 02/1998 → 03/2025
  Wade Financial Advisory, Inc
  Campbell, CA
• 03/2025 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 1993-10-26 → 2025-03-28
  Wade Financial Advisory, Inc.
  Campbell, CA
  Campbell, CA

Other Businesses

1. WADE FINANCIAL ADVISORY, INC.; NOT INVESTMENT RELATED; CAMPBELL, CALIFORNIA; TAX PROFESSIONAL; START DATE: 02/1998; UP TO 20 HOURS PER MONTH DURING SECURITIES TRADING HOURS; UP TO 40 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; TAX PREPARATION FOR INDIVIDUALS AND BUSINESSES.

Exams

• S63 Uniform Securities Agent State Law Examination
  1987-10-14

Designations

• Certified Financial Planner