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Financial ADVSR advisor directory · SEC adviser records

Modern Wealth Management, LLC financial advisors in Lenexa, KS

Every SEC-registered investment adviser representative at a Modern Wealth Management, LLC office in Lenexa, A to Z.

5 registered advisors work at Modern Wealth Management, LLC in Lenexa, out of 156 at the firm nationwide; it ranks number 5 in the city by advisors. 1 list the CFP designation and 0 are also registered broker representatives.

Modern Wealth Management, LLC advisors in Lenexa, A to Z

Every Modern Wealth Management, LLC advisor →

Modern Wealth Management, LLC advisors in every city and state →Modern Wealth Management, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →

Modern Wealth Management, LLC advisors in other cities

Kansas City, MO 72Mesa, AZ 16Rochester, NY 6Boise, ID 4Clearwater, FL 4Denver, CO 3Lees Summit, MO 3Plantation, FL 3Troy, MI 3Calabasas, CA 2Campbell, CA 2Glidden, IA 2Jacksonville, FL 2Knoxville, TN 2Lodi, CA 2

Other firms in Lenexa

All Lenexa advisors →

Copper Financial 14Edward Jones 9Ae Wealth Management, LLC 7Family Investment Center 5Strategic Advisers LLC 5Dogwood Wealth Management, LLC 4State Farm Investment Management Corp. 4Cetera Investment Advisers LLC 3Raymond James Financial Services Advisors, Inc. 3

Questions

How many financial advisors does Modern Wealth Management, LLC have in Lenexa?

5 investment adviser representatives are registered at Modern Wealth Management, LLC offices in Lenexa, Kansas, according to the SEC's Investment Adviser Public Disclosure records, out of 156 nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.

Is Modern Wealth Management, LLC one of the largest advisor employers in Lenexa?

Modern Wealth Management, LLC ranks number 5 in Lenexa by registered advisors; Copper Financial has the most, with 14.

How do I check a Modern Wealth Management, LLC advisor in Lenexa?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Modern Wealth Management, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.