What departments does Modern Wealth Management have?

Modern Wealth Management has employees across 7 departments including Legal, Marketing, Operations, Recruiting, Accounting.

What is the largest department at Modern Wealth Management?

The largest department at Modern Wealth Management is Operations with 7 employees.

Where are Modern Wealth Management employees located globally?

Modern Wealth Management has employees across 5 continents and 15 countries including Ghana, Nigeria, Kenya, Brunei Darussalam, Indonesia.

How has Modern Wealth Management's team size changed over time?

Modern Wealth Management's team has grown from approximately 153 to 174 employees based on available data.

Modern Wealth Management Employee Directory

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

Modern Wealth Management is a financial services firm based in Overland Park, Kansas. It provides an integrated wealth-management offering that coordinates a financial plan with support from investment, tax, insurance, and estate specialists under the oversight of a client’s advisor. The firm aims to relieve the financial stress and mental burden of managing complex financial decisions, whether done alone or with a disconnected team.

The company has actively expanded its footprint in 2026, adding offices in Florida and Colorado through acquisitions. This period of growth followed the acquisition of Legacy Wealth Management in South Florida and the inclusion of Brown and Company in Colorado, broadening its geographic reach.

Modern Wealth Management Global Highlights

North America
236

United States Of America
235
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
B. W.
Vice President Of Finance
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

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0%

2026

2025

Banking
Business
Community & Social Services
Human Resources
Support
Other
Consultant
Education

Contact profiles from Modern Wealth Management

Name

Title

Contact Info

Location

Last Update

C. W.
Vice President, Growth Operations
Mobile Phone
Email
United StatesKansas
Jun 15, 2026
D. K.
Chief Of Staff
Mobile Phone
Email
United StatesMinnesota
Oct 17, 2025
M. R. C.
Managing Director, Head Of Company Retirement Plan Services
Mobile Phone
Email
United StatesNew York
Jun 15, 2026
V. O.
Regional Head Of Retirement Plans
Mobile Phone
Email
Jun 08, 2026
P. M.
Vice President Marketing
Mobile Phone
Email
United StatesMissouri
Jun 15, 2026
N. T.
Head Of Platform
Mobile Phone
Email
United StatesKansas
Apr 17, 2026
S. S.
Vice President Of Investment Management-Investment Specialist
Mobile Phone
Email
United StatesTennessee
Apr 17, 2026
C. K.
Vice President, Client Experience
Mobile Phone
Email
United StatesMassachusetts
Jun 08, 2026
J. P.
Managing Director
Mobile Phone
Email
Apr 20, 2026
J. H.
Director Of Operations
Mobile Phone
Email
United StatesMissouri
Apr 16, 2026

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 267 employees as of June 2026. These team members are located across 5 continents, including North AmericaEuropeAsia.

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

As of June 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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Modern Wealth Management Employee Directory

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