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

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