Financial ADVSR advisor directory · SEC adviser records
Modern Wealth Management, LLC financial advisors in Kansas City, MO
Every SEC-registered investment adviser representative at a Modern Wealth Management, LLC office in Kansas City, A to Z.
The short answer
69 registered advisors work at Modern Wealth Management, LLC in Kansas City, out of 150 at the firm nationwide; it ranks number 1 in the city by advisors. 21 list the CFP designation and 10 are also registered broker representatives.
Modern Wealth Management, LLC advisors in Kansas City, A to Z
Every Modern Wealth Management, LLC advisor →- Derrick S. AndrewsCertified Financial Planner · Also a broker rep
- Chelsea D. BaileyCertified Financial Planner · Also a broker rep
- Frank D. BarberInvestment adviser rep
- Michael S. BarberInvestment adviser rep
- Allison M. BarrientosCertified Financial Planner
- Thomas G. BrownCertified Financial Planner
- Michelle L. CannanInvestment adviser rep
- Michael J. CapelleInvestment adviser rep
- Justin D. CassidaCertified Financial Planner
- Michael P. CeruttiAlso a broker rep
- Joe H. ConnellInvestment adviser rep
- Chancellor I. DavisInvestment adviser rep
- Logan J. DegraeveInvestment adviser rep
- Christopher D. DemetropoulosInvestment adviser rep
- William R. DotyInvestment adviser rep
- Tony E. DuboseInvestment adviser rep
- Magdalena EberhardtAlso a broker rep
- Jeffrey P. ErnestInvestment adviser rep
- Nathan J. FiserCertified Financial Planner
- Ronald GambassiInvestment adviser rep
- Zachary P. GhilinoInvestment adviser rep
- Patrick T. GiddensCertified Financial Planner
- Bruce T. GodkeInvestment adviser rep
- Markku T. HapponenCertified Financial Planner, Chartered Financial Consultant
- Cooper W. HarbowyInvestment adviser rep
- Colter R. HeckmanInvestment adviser rep
- Johnny R. HernandezInvestment adviser rep
- David W. HiltonInvestment adviser rep
- Stephen D. HowlesCertified Financial Planner · Also a broker rep
- Kyle M. JamesInvestment adviser rep
- Casey A. JohnstonInvestment adviser rep
- Trevor B. KlughInvestment adviser rep
- Shane M. KnollInvestment adviser rep
- Stafford A. LawrenceInvestment adviser rep
- Blair LeavittInvestment adviser rep
- Mathew C. LepakAlso a broker rep
- William LyallInvestment adviser rep
- Joshua S. MandelkornCertified Financial Planner
- Cristine M. MarikCertified Financial Planner, Chartered Financial Analyst
- Dudley I. McGeeAlso a broker rep
- Heather M. McGheeInvestment adviser rep
- Angelica M. MitchellCertified Financial Planner
- Sam OgrizovichCertified Financial Planner
- John H. OrrChartered Financial Analyst · Also a broker rep
- Valeria C. OrtegaInvestment adviser rep
- Kenneth L. OsiwalaInvestment adviser rep
- Richard J. PetsoInvestment adviser rep
- Curt PudenzInvestment adviser rep
- Hayden PudenzInvestment adviser rep
- Preston J. PugmireCertified Financial Planner
- Joel PyunCertified Financial Planner
- Jacob B. ReberInvestment adviser rep
- Morrie W. ReiffCertified Financial Planner
- Christopher J. RettCertified Financial Planner
- Tyler J. RogersInvestment adviser rep
- Claudia N. RubensteinInvestment adviser rep
- Roland C. SalmiInvestment adviser rep
- Craig J. SneddenInvestment adviser rep
- Eric M. SolveCertified Financial Planner
- Zachary D. SwafferCertified Financial Planner
- Joshuah S. TatroAlso a broker rep
- Javier TraverInvestment adviser rep
- Stephen A. TuckwoodInvestment adviser rep
- Rodney D. WadeCertified Financial Planner
- Dakota WarnkenInvestment adviser rep
- Kenneth J. WattenCertified Financial Planner
- Larry E. Weicht IIAlso a broker rep
- Timothy A. WolfeInvestment adviser rep
- Caden YettInvestment adviser rep
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
Mesa, AZ 15Rochester, NY 5Boise, ID 4Clearwater, FL 4Lenexa, KS 4Denver, CO 3Lees Summit, MO 3Troy, MI 3Calabasas, CA 2Campbell, CA 2Glidden, IA 2Jacksonville, FL 2Knoxville, TN 2Lodi, CA 2Monterey, CA 2
Other firms in Kansas City
All Kansas City advisors →Morgan Stanley 50Merrill Lynch, Pierce, Fenner & Smith Incorporated 43Edward Jones 33American Century Investments Private Client Group, Inc. 32LPL Financial LLC 30UBS Financial Services Inc. 26Prairie Capital Management Group, LLC 19Stifel, Nicolaus & Company, Incorporated 14Osaic Wealth, Inc. 12Raymond James Financial Services Advisors, Inc. 11Umb Financial Services, Inc. 9Forvis Mazars Wealth Advisors, LLC 8
Questions
How many financial advisors does Modern Wealth Management, LLC have in Kansas City?
69 investment adviser representatives are registered at Modern Wealth Management, LLC offices in Kansas City, Missouri, according to the SEC's Investment Adviser Public Disclosure records, out of 150 nationwide. 21 list the CFP designation and 10 are also registered as broker representatives.
Is Modern Wealth Management, LLC one of the largest advisor employers in Kansas City?
Modern Wealth Management, LLC ranks number 1 in Kansas City by registered advisors, ahead of Morgan Stanley (50).
How do I check a Modern Wealth Management, LLC advisor in Kansas City?
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.