Modern Wealth Management Employee Directory
Modern Wealth Management corporate office is located in 13550 W 95th St, Lenexa, Kansas, 66215, United States and has 51-200 employees.
Highly Engaged Employeesmodern wealth management llc
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Employees by Department
Departments
Number of employees
Finance
53
Operations
24
Sales
15
C-Suite
13
Human Resources
6
Marketing
5
Legal
3
Modern Wealth Management CEO
Key Employees of Modern Wealth Management
- JG
Modern Wealth Management Global Presence
| Location | People at location |
| North America | 51-200 |
| Asia | 1-10 |
Index of contact profiles from Modern Wealth Management
- Lead Advisor
- United States , Kansas , Lenexa
- Managing Director
- United States , Kansas , Lenexa
- Co-Founder & President
- United States , Kansas , Lenexa
- Vice President & Chief Compliance Officer
- United States , Kansas , Lenexa
- Sales & Marketing Specialist
- United States , Kansas , Lenexa
- Relationship Manager
- United States , Kansas , Lenexa
- Controller
- United States , Kansas , Lenexa
- Financial Advisor
- United States , Kansas , Lenexa
- Partner and Manager of Retirement Plans and ERISA Support
- United States , Kansas , Lenexa
- Senior TPA Consultant
- United States , Kansas , Lenexa
- President & Chief Executive Officer
- United States , Kansas , Lenexa
- Director, Tax Compliance
- United States , Kansas , Lenexa
- Lead Advisor
- United States , Kansas , Lenexa
- Compliance Chief & Legal Officer
- United States , Kansas , Lenexa
- Client Service Manager
- United States , Kansas , Lenexa
- Managing Director, Executive Advisor
- United States , Kansas , Lenexa
- Client Relationship Manager
- United States , Kansas , Lenexa
- Head of Information Technology
- United States , Kansas , Lenexa
- Managing Director, Executive Advisor
- United States , Kansas , Lenexa
- Manager, Digital Marketing
- United States , Kansas , Lenexa
- Modern Wealth Management Co-Founder & Co-Chief Executive Officer
- United States , Kansas , Lenexa
- Relationship Manager
- United States , Kansas , Lenexa
- Vice President of Impressions
- United States , Kansas , Lenexa
- Client Servce Manager
- United States , Kansas , Lenexa
- Retirement Plans Regional Head
- United States , Kansas , Lenexa
Former Employees at Modern Wealth Management
Explore people who held key positions, contributed to Modern Wealth Management's success, and advanced their careers.
Head Capital & of Advi... at Barber Financial Group
Worked as Head Capital & of Advisory Services Partner
at Modern Wealth Management
Feed Mill Manager at Smithfield Foods
Worked as Feed Mill Manager
at Modern Wealth Management (1970-2018)
M and A Analyst. Advis... at LPL Financial
Worked as M & A Integrations Associate
at Modern Wealth Management (2025-2025)
Head Senior VP, People at Barber Financial Group
Worked as Vice President, Human Resources
at Modern Wealth Management (2024-2026)
Explore More
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Frequently Asked Questions Regarding Modern Wealth Management Employees
At Modern Wealth Management, the company's goal is to reimagine the delivery of financial advice. The company is designed to anticipate the needs of Americans at every stage of life 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 pr... Read More
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