Unclaimed Profile

James Porter Rankin

MODERN WEALTH MANAGEMENT, LLC·LENEXA, Kansas

SIE, Series 24, Series 63, Series 66Clean record8 years registeredMODERN WEALTH MANAGEMENT, LLC

13550 W 95TH ST., LENEXA, KS 66227CRD# 6703923Firm CRD# 324624

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

James Porter Rankin · LENEXA, KS

Registration

CRD #6703923 · MODERN WEALTH MANAGEMENT, LLC · 8 years registered

Brand Profile

Not yet started

Career History

MODERN WEALTH MANAGEMENT, LLC

Nov 2023 – present

CREATIVEONE SECURITIES, LLC

Nov 2022 – Oct 2023

OVERLAND PARK, KS

CREATIVEONE WEALTH, LLC

Apr 2018 – Oct 2023

OVERLAND PARK, KS

AE WEALTH MANAGEMENT, LLC

Sep 2017 – Apr 2018

Topeka, KS

Registrations & Exams

FINRA examinations passed

SIE

Series 24

Series 63

Series 66

Registration record

First registered · September 1, 2017

Years registered · 8

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

MODERN WEALTH MANAGEMENT, LLC

CRD 324624 · SEC 801-127231

AUM

$2.1B

Regulatory assets under management

Employees

13,592 client accounts

Services offered by MODERN WEALTH MANAGEMENT, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at MODERN WEALTH MANAGEMENT, LLC →

Introduction

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Frequently Asked Questions

What services does James Porter Rankin offer?

James Porter Rankin specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.

What are James Porter Rankin's credentials?

James Porter Rankin is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is James Porter Rankin located?

James Porter Rankin is based in LENEXA, Kansas, working with MODERN WEALTH MANAGEMENT, LLC. Their office serves clients in the LENEXA metropolitan area and surrounding communities.

How does James Porter Rankin charge for services?

James Porter Rankin's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is MODERN WEALTH MANAGEMENT, LLC?

MODERN WEALTH MANAGEMENT, LLC has approximately 92 employees and manages $2.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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