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 222 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 ServicesUnited 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
207

United States Of America
206
Panama
1

Europe
11

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

Asia
9

Iran
5
Indonesia
2
Brunei Darussalam
1
Kuwait
1

Africa
4

Nigeria
2
Kenya
1
Ghana
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
S. B.
Vice President Human Resources
Mobile Phone
Email
M. B.
Vp Of Growth Optimization
Mobile Phone
Email
P. M.
Vice President Marketing
Mobile Phone
Email

Contact profiles from Modern Wealth Management

Name

Title

Contact Info

Location

Last Update

S. N.
President
Mobile Phone
Email
Oct 16, 2024
S. J.
Founding Partner
Mobile Phone
Email
Oct 23, 2024
D. B.
President
Mobile Phone
Email
United StatesKansas
Sep 08, 2025
N. B.
Head Of Business Integration
Mobile Phone
Email
United StatesTexas
Nov 07, 2025
J. F.
Head Of Wealth Advisor Recruiting
Mobile Phone
Email
United StatesMassachusetts
Nov 11, 2025
W. B.
Senior Vice President Of Finance & Accounting
Mobile Phone
Email
United StatesMissouri
Nov 07, 2025
S. B.
Vice President Human Resources
Mobile Phone
Email
United StatesKansas
Sep 16, 2024
L. D.
Head Of Strategic Advisory & Organic Growth
Mobile Phone
Email
United StatesKansas
Apr 18, 2025
M. B.
Vp Of Growth Optimization
Mobile Phone
Email
United StatesTexas
Oct 17, 2025
B. H.
Head Of It
Mobile Phone
Email
United StatesMissouri
Nov 10, 2025

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 W 95th St, Lenexa, KS 66215, US; 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 222 employees as of October 2025. These team members are located across 5 continents, including North AmericaEuropeAsia.

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

As of October 2025, 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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