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Michael John Capelle

MODERN WEALTH MANAGEMENT, LLC·LENEXA, Kansas
Unclaimed Profile
13550 W 95TH ST., LENEXA, KS 66227CRD# 4933023Firm CRD# 324624
01

About

Michael John Capelle 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# 4933023
Firm CRD# 324624
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Michael John Capelle offer?
Michael John Capelle specializes in Financial Planning, Investment Management. Contact their office in LENEXA, Kansas for a consultation.
What are Michael John Capelle's credentials?
Michael John Capelle is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Michael John Capelle located?
Michael John Capelle 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 Michael John Capelle charge for services?
Michael John Capelle'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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Frank Dean Barber — BARBER FINANCIAL GROUPGary Lawrence Roth — MODERN WEALTH MANAGEMENT, LLCMichael Patrick Haggerty — COPPER FINANCIAL NETWORK, LLCJustin Robert Steitz — COPPER FINANCIAL NETWORK, LLCKimberly Sue Barber — BARBER FINANCIAL GROUP
Nearby cities in Kansas
OVERLAND PARK (478)LEAWOOD (177)WICHITA (66)TOPEKA (38)LAWRENCE (30)
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Research
Advisor Fees in KansasNational Fee Analysis
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