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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-11-04 |
| IA | RA | APPROVED | 2023-09-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 04/2014 | 12/2017 |
| Johnson Midwest Financial Llc Dba Midwest Financial | Glidden | IA | 04/2014 | 12/2023 |
| Modern Wealth Management | Lenexa | KS | 09/2023 | Present |
1) CHESAPEAKE; OUTSIDE PASSIVE INVESTMENT; GAS ROYALTIES; 2002 2) Farmland-Not investment related-32924 240th St, Glidden, IA 51443-Farming-Owner with wife-12/2/2016-5 hrs/mth-0 during trading hrs-Row crop farming, plant in spring & harvest in fall. Grows corn or beans. 3) Endow Glidden 501C3. Enow Glidden, Iowa, 51443. Board Member. Meets on an annual basis to discuss ideas to help the community. Non Investment Related. Not conducted during trading hours. 4) R8J Holdings, 706 Montana St, Glidden, Iowa. Real Estate. Non Invested Related. LLC for Real Estate Purchase. Owner. Start Date 08/23/2023. O hours/Month , 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-01 |
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