CLOs 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
JP Rankin
Chief Legal and Compliance Officer Profile
J.P. Rankin
Chief Compliance and Legal Officer Profile

Similar Companies

Mediant Incorporated

Mediant delivers investor communications solutions to brokers, corporate issuers and funds. Our solutions are driven by leading technology and strict compliance with industry regulations, which allows clients to balance innovation with requirements. We enable brokers to effectively manage all potential touchpoints within the investor communications lifecycle -- from proxy statements and prospectuses to voluntary corporate actions. We provide corporate issuers with turnkey proxy processing, and we empower mutual funds, REITs and insurance companies with a full-service, end-to-end proxy solution.

Sarasota Coastal Credit Union

Sarasota Coastal Credit Union is a Sarasota, FL-based company in the Financial Services sector.

Farmers Insurance Group Federal Credit Union (FIGFCU)

Farmers Insurance Group Federal Credit Union (FIGFCU) is a Los Angeles, CA-based company in the Financial Services sector.

INVEST Financial Corporation

INVEST Financial Corporation is one of the leading providers in Financial Services. It is based in Roswell, GA. To find more information about INVEST Financial Corporation, please visit www.investfinancial.com