Modern Wealth Management, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

324624

SEC number

801-127231

Firm type

RIA

Assets under management

$10.9B as of Apr 28, 2026

Website

cjis.online ↗

Phone

913-393-1000

Address

1712 Main Street, Kansas City, MO, 64108

Advisors at this firm

120 in our index · page 1 of 3

• Kyle Michael AkersCRD 5521788 · Troy, MI
  IA RegisteredRegistration inactive
• Tyler Jacob AllenCRD 6458613 · Mesa, AZ
  IA Registered
• Andrea Lenore AlleyCRD 5457658 · Mesa, AZ
  IA Registered
• Julia Marie ApodacaCRD 7111646 · Fort Collins, CO
  IA Registered
• Jordan Leigh AndrewsCRD 6582009 · Mesa, AZ
  IA Registered
• Frank Dean BarberCRD 1738443 · Kansas City, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Michael Shane BarberCRD 5028934 · Kansas City, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Danielle Kathleen BerzCRD 5570374 · Denver, CO
  IA RegisteredRegistration inactive
• Marco R BohorquezCRD 4871551 · Plantation, FL
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Mark Ransom BrownCRD 1147102 · Denver, CO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Thomas Gilbert BrownCRD 1998815 · Boise, ID
  IA RegisteredRegistration inactive
• Cody Ron CarmichaelCRD 6058453 · Mesa, AZ
  IA Registered
• Justin Dane CassidaCRD 4677592 · Denver, CO
  IA RegisteredRegistration inactive
• Michael Patrick CeruttiCRD 7143255 · Rochester, NY
  IA RegisteredBroker
• Neelesh Ramanlal ChampaneriCRD 6770651 · Campbell, CA
  IA Registered
• Joe Henry ConnellCRD 1278586 · Mesa, AZ
  IA Registered
• Shane Christopher ConwayCRD 5236540 · Fountain Inn, SC
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jeremiah CollierCRD 7702169 · Lenexa, KS
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Chancellor Isaac DavisCRD 7964253 · Lenexa, KS
  IA Registered
• Kamella Lynn DavisCRD 2831913 · Clearwater, FL
  IA RegisteredBroker
• Logan James DegraeveCRD 6202417 · Kansas City, MO
  IA RegisteredRegistration inactive
• Brian Craig DelfsCRD 6333216 · Mesa, AZ
  IA Registered
• Michael Vincent DemskiCRD 6535223 · Clearwater , FL
  IA RegisteredBroker
• William Ray DotyCRD 5390751 · Kansas City, MO
  IA RegisteredRegistration inactive
• Tony Edward DuboseCRD 2600996 · Plantation, FL
  IA RegisteredRegistration inactive
• Christopher Alan DechantCRD 6674507 · Mesa, AZ
  IA Registered
• Christopher Duke DemetropoulosCRD 7227116 · Chapel Hill, NC
  IA Registered
• Joshua Kirk DiekmannCRD 6991091 · Lee Summit, MO
  IA Registered
• Magdalena EberhardtCRD 2176162 · Mesa, AZ
  IA RegisteredBroker
• Jeffrey Paul ErnestCRD 6306064 · Kansas City, MO
  IA RegisteredRegistration inactive
• Mark Clifford EwingsCRD 4142424 · Mesa, AZ
  IA Registered
• Andrew Jordan EvansCRD 7733487 · Wildomar, CA
  IA Registered
• Thomas Neal FalkenberryCRD 1925791 · Reston, VA
  IA Registered
• Nathan James FiserCRD 4504287 · Kansas City, MO
  IA RegisteredRegistration inactive
• Shon Edward FlahartyCRD 2666498 · Clearwater, FL
  IA RegisteredBroker
• Fallon L FlahartyCRD 6640758 · Clearwater, FL
  IA RegisteredBroker
• Michael Jeffrey GallowayCRD 3001646 · Mesa, AZ
  IA RegisteredRegistration inactive
• Ronald GambassiCRD 5663457 · Boise, ID
  IA Registered
• Jonathan Mcneill GardeyCRD 5030529 · Saginaw, MI
  IA Registered
• Zohreh GhaissariCRD 2806525 · Calabasas, CA
  IA RegisteredRegistration inactive
• Zachary Paul GhilinoCRD 7894712 · Kansas City, MO
  IA Registered
• Patrick Thomas GiddensCRD 2065349 · Henderson, NV
  IA Registered
• Bruce Taylor GodkeCRD 1733673 · Kansas City, MO
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Jason Michael GordoCRD 4350600 · Monterey, CA
  IA Registered
• Drew Allyse GriffithCRD 6515076 · Mesa, AZ
  IA Registered
• Markku Taneli HapponenCRD 4312993 · Chester Springs, PA
  IA RegisteredRegistration inactive
• John T HendersonCRD 7268717 · Mesa, AZ
  IA RegisteredRegistration inactive
• Christopher Alan HoerchlerCRD 5318770 · Mesa, AZ
  IA Registered
• Martin Llewellyn HopkinsCRD 3021373 · Annapolis, MD
  IA Registered
• Craig Allen HouckCRD 2716701 · Rochester, NY
  IA RegisteredBroker
  Disclosure event(s) on record

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.