MODERN WEALTH MANAGEMENT, LLC

LENEXA, Kansas·5 registered advisors·CRD# 324624
SEC# 801-12723115913-393-1000
01

Firm Overview

AUM
$2.1B
Regulatory assets under management
Employees
92
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MODERN WEALTH MANAGEMENT, LLC

5 registered advisors
Gary Lawrence Roth
LENEXA, Kansas
James Porter Rankin
LENEXA, Kansas
Jason Gordo
LENEXA, Kansas
Michael John Capelle
LENEXA, Kansas
Thomas Dean Clough
LENEXA, Kansas
05

Office Locations

LENEXA, Kansas
5 advisors

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Data sourced from SEC Form ADV filings. MODERN WEALTH MANAGEMENT, LLC (CRD# 324624) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.