Frank Dean Barber

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

• 04/2007 → Present
  Barber Financial Group
  Lenexa, KS
• 04/2023 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2010-10-25 → 2023-12-19
  Barber Financial Group
  Lenexa, KS
• 2007-05-01 → 2016-09-19
  National Planning Corporation
  League City, TX
  El Segundo, CA
  Lenexa, KS
• 2004-01-01 → 2007-04-27
  Voya Financial Advisors, Inc.
  Lenexa, KS
• 2002-05-15 → 2004-01-01
  Locust Street Securities, Inc.
  Lenexa, KS

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  1997-08-29
• S63 Uniform Securities Agent State Law Examination
  1987-10-06

Other Names

• Dean Barber