AdvisorOS Directory
Claim Profile
JR

James Porter Rankin

MODERN WEALTH MANAGEMENT, LLC·LENEXA, Kansas
Unclaimed Profile
13550 W 95TH ST., LENEXA, KS 66227CRD# 6703923Firm CRD# 324624
01

About

James Porter Rankin is a registered financial advisor based in LENEXA, Kansas, affiliated with MODERN WEALTH MANAGEMENT, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MODERN WEALTH MANAGEMENT, LLC
MODERN WEALTH MANAGEMENT, LLC
AUM
$2.1B
Regulatory assets under management
Employees
92
Total firm employees
View all advisors at MODERN WEALTH MANAGEMENT, LLC →
Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6703923
Firm CRD# 324624
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in LENEXA?

Browse all registered financial advisors in LENEXA, Kansas or claim this profile if it's yours.

Browse LENEXA AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in LENEXA
Frank Dean Barber — BARBER FINANCIAL GROUPGary Lawrence Roth — MODERN WEALTH MANAGEMENT, LLCMichael John Capelle — MODERN WEALTH MANAGEMENT, LLCMichael Patrick Haggerty — COPPER FINANCIAL NETWORK, LLCKimberly Sue Barber — BARBER FINANCIAL GROUP
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LAWRENCE (30)
City Guides
OVERLAND PARK GuideLEAWOOD GuideWICHITA GuideTOPEKA GuideLAWRENCE Guide
Research
Advisor Fees in KansasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile