Investment adviser representative · Modern Wealth Management, LLC
Charles M. Kasper
CRD 4998636 · Lees Summit, MO
At a glance
Charles M. Kasper is an investment adviser representative with Modern Wealth Management, LLC in Lees Summit, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Charles’s SEC record dates to 2013, about 13 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Modern Wealth Management, LLCSince April 2023Lees Summit, MO · $11B in regulatory assets
SEC adviser record
- Registered since
- 2013 (13 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Charles’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 2 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.