Modern Wealth Management

13550 W. 95th St.

Lenexa, KS 66215

913-379-9960

About Modern Wealth Management

At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We want to ensure that you thoroughly understand your financial wellbeing by providing a full suite of wealth management services. The Modern Wealth Management team is built with experts specializing in financial planning, tax planning and preparation, risk management, estate planning, investment management, and more. We strive to provide our clients with the confidence that they're doing the right things with their money, freedom from financial stress, and time to spend doing the things they love. Confidence, freedom, and time.

See Disclosures

General Information

Firm Start Year

2023

No. of Employees

100-499

Firm CRD#

324624

Compliance

Registered Investment Advisor

Yes

Registered Representative

Yes

Investment Advisor Representative

Yes

Acknowledged fiduciary

Yes

Compliance Disclosures in Last 5 years

I have a clean record

Criminal Disclosures in Last 5 years

I have a clean record

Disclosures

https://www.modwm.com/legal/

Additional Detailed Disclosures
https://www.retirementplanning.net/disclosure/1893634/retirementplanning-Modern-Wealth-Management-detailed-disclosure.html

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