Modern Wealth Management Employee Directory

Q: What is Modern Wealth Management known for?

Modern Wealth Management was founded in 1996. Modern Wealth Management operates in the Financial Services industry.

Q: How many employees does Modern Wealth Management have currently?

Modern Wealth Management has approximately 246 employees.

Q: Who are Modern Wealth Management's key employees and leadership?

Modern Wealth Management's key employees include: President & Ceo: D. B., Chief Compliance And Legal Officer: J. R., Chief Marketing Officer: A. B., Chief Operating Officer: A. B., Chief Operations Officer, Lee's Summit: P. K..

Financial ServicesKansas, United States201-500 Employees

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.

Find Modern Wealth Management employees' phone numbers or email addresses

Modern Wealth Management Global Highlights

North America
223

United States Of America
222
Panama
1

Europe
11

United Kingdom Of Great Britain And Northern Ireland
6
Albania
2
Azerbaijan
1
Belarus
1
Germany
1

Asia
9

Iran
5
Indonesia
2
Brunei Darussalam
1
Kuwait
1

Africa
4

Nigeria
2
Ghana
1
Kenya
1

Oceania
2

Australia
2

Modern Wealth Management's Leadership

J. R.
Chief Compliance And Legal Officer
Mobile Phone
Email
A. B.
Chief Marketing Officer
Mobile Phone
Email
A. B.
Chief Operating Officer
Mobile Phone
Email
P. K.
Chief Operations Officer, Lee's Summit
Mobile Phone
Email
D. K.
Chief Of Staff
Mobile Phone
Email
M. B.
Vp Of Growth Optimization
Mobile Phone
Email
P. M.
Vice President Marketing
Mobile Phone
Email
S. S.
Vice President Of Investment Management-Investment Specialist
Mobile Phone
Email

Modern Wealth Management Employee Metrics

100%

50%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Support
Other

Contact profiles from Modern Wealth Management

Name

Title

Contact Info

Location

Last Update

J. R.
Chief Compliance And Legal Officer
Mobile Phone
Email
United StatesKansas
Feb 18, 2026
D. B.
President & Ceo
Mobile Phone
Email
United StatesKansas
May 13, 2024
S. H.
Managing Partner
Mobile Phone
Email
United StatesNew York
Nov 20, 2025
A. B.
Chief Marketing Officer
Mobile Phone
Email
Oct 21, 2024
A. G.
Managing Partner
Mobile Phone
Email
Oct 21, 2024
A. B.
Chief Operating Officer
Mobile Phone
Email
Oct 23, 2024
D. C.
Partner
Mobile Phone
Email
Oct 21, 2024
J. G.
President
Mobile Phone
Email
Dec 09, 2025
P. K.
Chief Operations Officer, Lee's Summit
Mobile Phone
Email
United StatesMissouri
Oct 23, 2024
S. N.
President
Mobile Phone
Email
Oct 16, 2024

Frequently Asked Questions

What is Modern Wealth Management known for?

Modern Wealth Management was founded in 1996 operates in the Financial Services industry. The company's main headquarters is located in 13550 West 95th Street Overland Park, Kansas 66215 United States; you can contact the main corporate office by phone at

+1-913-393-****

. Explore Modern Wealth Management's company overview page for more information.

What is Modern Wealth Management's most common email format?

Modern Wealth Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Modern Wealth Management email formats with LeadIQ.

How many employees does Modern Wealth Management have currently?

Modern Wealth Management has approximately 246 employees as of March 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

Who are Modern Wealth Management's key employees and leadership?

As of March 2026, Modern Wealth Management's key employees include:

Chief Compliance And Legal Officer: J. R.
Chief Marketing Officer: A. B.
Chief Operating Officer: A. B.
Chief Operations Officer, Lee's Summit: P. K.
Chief Of Staff: D. K.

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