Best Investors
Account
Sign in
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2023-05-11 |
| TX | RA | APPROVED_RES | 2023-04-27 |
| KS | RA | APPROVED | 2023-04-26 |
Branch Locations
1712 Main Street Suite 400, Kansas City, MO 64108 • United States
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 |
|---|---|---|---|---|
| Barber Financial Group | Lenexa | KS | 01/2010 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 08/2016 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2023 | Present |
1. The Godke Group, Corporation, Start: 05/2005, 5309 Summit Ct, Shawnee, KS 66216, Administrative Operations, President/ Admin, Not investment related, 1 hour per month, 0 hours per day during trading hours. 2. Legacy Management, LLC, Start: 08/2016, 13550 W. 95th Lenexa KS 66215, Assignment of commissions, Partner/Admin, Investment Related, 5 hours per month, 0 hours per day during trading hours. 3. Independent Insurance Agent, Start Date: 08/24/2016, 13550 W. 95th St. Lenexa, KS 66215, Sole-proprietor, Insurance Agency/Agent, conduct insurance transactions such as life, LTC, universal life, etc., Not Investment Related, 2 hours per month, <1 hour per day during trading hours. 4. BFG Advisors Group, LLC., Start Date: 01/04/2011, 13550 W. 95th St., Lenexa, KS 66215, LLC, Succession planning for potential ownership in Barber Financial Group, Managing Member, Payment of life insurance premiums, Not Investment Related, 0 hours per month, 0 hours per day during trading hours. 5. Modern Wealth Management, LLC., Start Date: 04/24/2023, 13550 W 95th St., Lenexa, KS 66215, LLC, RIA, Executive Advisor, Financial Advisor, Investment Related, 160 Hours per month, 160 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-23 |
Reach out to this advisor