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1712 Main Street Suite 400, Kansas City, MO 64108 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| 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
2 disclosure categories 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 | 04/2007 | Present |
| Modern Wealth Management, Llc | Lenexa | KS | 04/2023 | Present |
FIVE STAR PROP MGMT- YES -13350 W 95TH ST, 66215-OFFICE SPACE RENTAL-CO-OWNER, PRES-06/06-0 HRS/MO.-- FIXED INS- YES -13350 W 95TH ST,66215-FIXED INS SALES-AGT-10/87- 5HR/MO, 0 DURING TRADING HRS.-- WEALTH MGMT RADIO SHOW- NO -13550 W 95TH STREET-LENEXA, KS 66215 - RADIO SHOW PRODUCTION AND SYNDICATION, SOCIAL SECURITY ANALYSIS & REPORT FOR FEES - PRESIDENT & OWNER - 4/1/07- 4HR/MO - EDUC RADIO LISTENERS RE FIN'L MATTERS AND SOCIAL SECURITY ANALYSIS AND REPORT FOR A FEE.-- BBD PUBLISHING-YES-LENEKA, KS 66215-WRITING-CO AUTHOR-6/1/11-0/0HRS-CO AUTHOR OF BOOK "RETIRE A WINNER". AMERICA'S WEALTH MANAGEMENT GROUP - YES - 13550 W 95TH ST LENEXA, KS 66215 - SUBSCRIPTION SERVICE FOR FINANCIAL ADVISORS -CEO/OWNER - 07/01/2012 - 10/10 HRS - MARKETING; PROVIDING INSTRUCTION & GUIDANCE TO FINANCIAL ADVISORS, CREATING CONTENT & RESOURCES FOR FINANCIAL ADVISORS. -- [BFG MANAGEMENT SERVICE, 13550 W. 95TH STREET LENEXA KS 66215, CEO, 1/1/2011, 1 HOURS TOTAL, 0 DURING TRADING HOURS, BFG MANAGEMENT SERVICE PAYS ALL EMPLOYEE SALARIES & OFFICE EXPENSES FOR BFG RELATED ENTITIES.].-- [BARBER FINANCIAL GROUP, 13550 W. 95TH ST. LENEXA KS 66215, 12/17/2009, HOURS TOTAL, DURING TRADING HOURS, MANAGE ALL EXECUTIVE ASPECTS OF OUTSIDE RIA.].-- [BARBER FINANCIAL GROUP (IAR), 13550 W. 95TH ST. LENEXA KS 66215, INVESTMET ADVISOR REPRESENTATIVE, 12/17/2010, HOURS TOTAL, DURING TRADING HOURS, PROVIDE INVESTMENT ADVICE TO CLIENTS.].-- [BARBER HOLDINGS, 13550 W. 95TH STREET LENEXA KS 66215, CEO, 1/1/2011, 1 HOURS TOTAL, 0 DURING TRADING HOURS, HOLDINGS COMPANY FOR ALL OF DEAN BARBER'S ENTITIES.].-- [Modern Wealth INSURANCE SERVICEs, 13550 W. 95TH STREET LENEXA KS 66215, 1/1/2011, 5 HOURS TOTAL, 5 DURING TRADING HOURS, FIXED INSRUANCE PLANNING & SALES.].-- [BFG INVESTMENT SERVICE, 13550 W. 95TH STREET LENEXA KS 66215, DORMANT ENTITY, PREVIOUSLY USED FOR BROKER DEALER RELATED CONCESSIONS & DISTRIBUTIONS BENJAMIN TECHNOLOGY, INC., BOARD MEMBER OFFERING STRATEGIC ADVICE ON TECHNICAL MARKETING AND PLANNING MATTERS. MAY RECEIVE REIMBURSEMENT COMPENSATION FOR TRAVEL. TIME SPENT: 5 HOUR/ MONTH
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-06 |
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