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Modern Wealth Management

Modern Wealth Management

Modern Wealth Management Summary

Company Summary

Overview
Modern Wealth Management is a company that provides financial advisory services. It offers tax, insurance, retirement, estate, and financial planning, asset management, and other services.
Type
Private
Status
Active
Founded
1996
HQ
Lenexa, KS, US | view all locations
Website
https://www.modwm.com
Cybersecurity rating
Sectors

Table of Contents

Key People

  • Sadie Barker

    Sadie Barker, Vice President, Human Resources

  • Maria Brown

    Maria Brown, Controller

    • Mike Capelle

      Mike Capelle, Co-Founder and Co-Chief Executive Officer

    • Jason Del Col

      Jason Del Col, Executive Vice President, Advisory Services

    LocationsView all

    15 locations detected

    • Lenexa, KS HQ

      United States

      13550 W. 95th Street

    • Annapolis, MD

      United States

      1997 Annapolis Exchange Pkwy, Suite 300

    • Coatesville, PA

      United States

      300 N. Pottstown Pike, Suite 240

    • Detroit, MI

      United States

      30200 Telegraph, Suite 210

    • Fairfax, VA

      United States

      11911 Freedom Drive, Suite 580

    • Glidden, IA

      United States

      706 Montana Street

    and 9 others

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