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 2 of 3

• Jennifer Clark HuskeyCRD 4155202 · Knoxville, TN
  IA Registered
• Craig HalverCRD 7793240 · Mesa, AZ
  IA Registered
• Cooper William HarbowyCRD 8240555 · Troy, MI
  IA Registered
• Melissa Mcmanigal HasslerCRD 6840081 · Boise, ID
  IA RegisteredRegistration inactive
• Colter Robert HeckmanCRD 7989327 · Lenexa, KS
  IA RegisteredRegistration inactive
• Johnny Ray HernandezCRD 7299568 · Mesa, AZ
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Kevin HoffarthCRD 3208783 · Rochester, NY
  IA RegisteredRegistration inactive
• Brian Allen InmanCRD 2879645 · Clearwater, FL
  IA RegisteredBroker
  Disclosure event(s) on record
• Martin Edwin JamesCRD 1087267 · Mooresville, IN
  IA RegisteredRegistration inactive
• Brian Dale JohnsonCRD 1550487 · Glidden, IA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Casey Adam JohnstonCRD 6465187 · Mesa, AZ
  IA Registered
• Brian Dean JuttingCRD 6244439 · Mesa, AZ
  IA RegisteredRegistration inactive
• Risdan Depaul KasperCRD 1233904 · Lees Summit, MO
  IA RegisteredRegistration inactive
• Jeffrey Mark KingCRD 3039028 · Knoxville, TN
  IA Registered
• Shane Michael KnollCRD 4689944 · Mesa, AZ
  IA RegisteredRegistration inactive
• Sonja KoppenwallnerCRD 4960228 · Plantation, FL
  IA RegisteredRegistration inactive
• Jonathan KuiterCRD 7779366 · Denver, CO
  IA RegisteredRegistration inactive
• Trevor Brown KlughCRD 7851866 · Boise, ID
  IA Registered
• Jack KnutsonCRD 7459420 · Lenexa, KS
  IA RegisteredRegistration inactive
• Mathew Christopher LepakCRD 2606121 · Punta Gorda, FL
  IA RegisteredBroker
• Blair LeavittCRD 8144148 · Boise, ID
  IA Registered
• Alice LiCRD 7458785 · Great Falls, VA
  IA Registered
• William LyallCRD 6826263 · Mesa, AZ
  IA Registered
• Edgar MartinezCRD 3252117 · Reston, VA
  IA RegisteredRegistration inactive
• Lawrence Francis McmanusCRD 4751988 · Chapel Hill, NC
  IA Registered
• Heather Michelle McgheeCRD 6246277 · Clayton, IN
  IA RegisteredRegistration inactive
• Kade Lawrence MessnerCRD 7370510 · Troy, MI
  IA Registered
• Angelica Marie MitchellCRD 7451125 · Elkhorn, NE
  IA Registered
• Brendan Thomas NuzzoCRD 8024443 · Orland Park, IL
  IA Registered
• Sam OgrizovichCRD 1014708 · Orland Park, IL
  IA Registered
• Paul Sueyuki OkawaCRD 2466447 · Clabasas, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• John Hunter OrrCRD 5642020 · Clearwater, FL
  IA RegisteredBroker
• Kenneth Lawrence OsiwalaCRD 2233338 · Troy, MI
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Andrew Joseph OswaldCRD 5153830 · Clearwater, FL
  IA RegisteredBroker
• Valeria Carolina OrtegaCRD 5144261 · Plantation, FL
  IA RegisteredRegistration inactive
• Joel Angel PalatnikCRD 3147356 · Plantation, FL
  IA RegisteredRegistration inactive
• David Stanley PetsoCRD 1215887 · Boise, ID
  IA RegisteredRegistration inactive
• Richard Joseph PetsoCRD 865454 · Boise, ID
  IA RegisteredRegistration inactive
• Curt PudenzCRD 8256164 · Glidden, IA
  IA Registered
• Hayden PudenzCRD 7371334 · Kansas City, MO
  IA Registered
• Preston Jeffrey PugmireCRD 7611260 · Boise, ID
  IA Registered
• Kierin RatliffCRD 7827948 · Rochester, NY
  IA RegisteredBroker
• Morrie Wolbrum ReiffCRD 1317814 · Calabasas, CA
  IA RegisteredRegistration inactive
  Disclosure event(s) on record
• Christopher Joseph RettCRD 6257449 · Lenexa, KS
  IA Registered
• Matthew Allen RogersCRD 6484646 · Mesa, AZ
  IA Registered
• Tyler Joseph RogersCRD 4968240 · Rochester, NY
  IA RegisteredRegistration inactive
• Claudia Nuri RubensteinCRD 5636921 · Plantation, FL
  IA RegisteredRegistration inactive
• James Porter RankinCRD 6703923 · Kansas City, MO
  IA RegisteredRegistration inactive
• Barbara Eileen SacharowCRD 4923423 · Plantation, FL
  IA RegisteredRegistration inactive
• Roland Charles SalmiCRD 6199992 · Rochester, NY
  IA Registered

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.