CTOs on the Move

Modern Wealth Management

www.modwm.com

 
At Modern Wealth Management, our goal is to reimagine the delivery of financial advice. We are 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 preparation, risk management, estate planning, and more. Providing our clients with the confidence that they`re doing the right things with their money, the freedom from financial stress, and the time to spend doing the things they love is what we care about. Confidence, freedom, and time.
  • Number of Employees: 100-250
  • Annual Revenue: $10-50 Million
  • www.modwm.com
  • 13550 West 95th Street
    Lenexa, KS USA 66215
  • Phone: 913.393.1000

Executives

Name Title Contact Details

Similar Companies

Merchantbanc

Merchantbanc is a Manchester, NH-based company in the Financial Services sector.

Penson Financial Services

The Penson Worldwide group of companies provides execution, clearing, custody, settlement and technology infrastructure products and services to financial services firms and others servicing the global financial services industry.

Credit Union Svc Ctr Of Utah

Credit Union Svc Ctr Of Utah is a Salt Lake City, UT-based company in the Financial Services sector.

Tastytrade

Here at tastytrade Inc. (previously known as tastyworks Inc.), we give you every edge possible to help you succeed on your own. We believe that controlling your own money can be more rewarding than relying on money managers or robo-advisors. Our powerful technology, low pricing, and commitment to world-class support empower you to do it yourself.

Koffler

Koffler is a Los Angeles, CA-based company in the Financial Services sector.