Modern Wealth Management, LLC

CRD 324624 · Kansas City, MO · $10.9B AUM

RIA

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 3 of 3

Matthew James SchaapCRD 7553414 · Orland Park, IL

IA Registered
Lawrence Ira SchechterCRD 4657087 · Calabasas, CA

IA RegisteredRegistration inactive
Michael Donald ShimkinCRD 6128729 · Fairfield, NJ

IA Registered
Robert Scott SmithCRD 4651913 · Knoxville, TN

IA Registered
Craig James SneddenCRD 4420136 · Kansas City, MO

IA RegisteredRegistration inactive
Eric Mcgill SolveCRD 5513645 · Campbell, CA

IA Registered
Jennifer Lynn StoneCRD 4429530 · Boise, ID

IA RegisteredRegistration inactive
Zachary David SwafferCRD 6944742 · Denver, CO

IA RegisteredRegistration inactive
Peyton Louise SimmonsCRD 7542188 · Highlands Ranch, CO

IA Registered
Drew Christopher SprugelCRD 7563754 · Lees Summit, MO

IA Registered
Cole Allen SteinCRD 7544619 · Lenexa, KS

IA RegisteredRegistration inactive
Stephen Andrew TuckwoodCRD 4796687 · Roswell, GA

IA Registered
Todd G ThomasCRD 6578833 · Mesa, AZ

IA Registered
David Hartley TurleyCRD 7698645 · Mesa, AZ

IA Registered
Rodney Dale WadeCRD 1489939 · Campbell, CA

IA Registered
Peter E WargoCRD 6208776 · Troy, MI

IA RegisteredRegistration inactive
Dakota WarnkenCRD 7010941 · Lenexa, KS

IA Registered
Steven Boyd WheelerCRD 6528344 · Mesa, AZ

IA Registered
Timothy Allan WolfeCRD 6947782 · Kansas City, MO

IA Registered
Riley Charles ZimmermanCRD 7379113 · Rochester, NY

IA RegisteredRegistration inactive

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.

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

Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.