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Preparing financially for retirement isn't just about investments! It's about a comprehensive plan t In addition, he has been recognized for 12 years, as a Kansas City Five-Star Wealth Manager and featured in KC Magazine, KC Business magazine, Forbes, and 435 magazine. He managed Fiser Group’s tax and accounting department for 22 Modern Wealth grew its Kansas City-area presence further through the acquisition of a Lenexa financial adviser. Modern Wealth Management Lenexa, KS 2 days ago Be among the first 25 applicants See who Modern Wealth The Modern Wealth Advantage. His approach, of building a well-crafted wealth management plan that integrates the four pillars of asset management, tax planning, risk Modern Wealth Management. Modern Wealth Management Lenexa, KS 4 days ago Be among the first 25 applicants See who Modern Wealth Experience: Wealth Management since 1998. refer to the appropriate Meet Tracy Mancini of the LFS Wealth Advisors Team! Contact us today at 913-322-0006. 8760 Monrovia Street Lenexa KS 66215 (913) 438-2226 (913) 438-2227; Visit Modern Wealth Management (MWM) is seeking a Senior Vice President of Accounting & Finance (SVP AF) to join this rapidly growing firm. 54 likes · 3 talking about this. POSTED. Apply Senior Compliance Analyst. 913-322-0006. Mooresville, IN: (317) 834-2276. Expand header menu. Jimmy Kelley, CFA, Portfolio Manager. Brett is a CERTIFIED PRIVATE WEALTH Joshua Diekmann is a financial advisor based in Lenexa, Kansas, working with Modern Wealth Management, LLC. Wealth Management in Lenexa, KS. com. Our Lenexa office has been providing retirement planning Nate joined the Modern Wealth team in 2024 following the acquisition of Fiser Group in Lenexa, Kansas, which served as somewhat of a full-circle career moment for him. We are designed to anticipate the needs of Americans at every stage of life by providing a full suite of wealth management services. 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You can Wealth Management's ability to recruit and retain Kansas City-based professionals with the specialized skillsets, security licenses , and designations needed to support its wealth CEO of Barber Financial Group, Host of America's Wealth Managment Show · Dean Bar­ber is founder and pres­i­dent of Bar­ber Finan­cial Group in Lenexa, KS, one of Kansas City’s pre­mier Posted December 12, 2024 The Monterey, California-based Modern Wealth Management has made its next acquisition with the addition of Lenexa-based Fiser Group. , Lenexa KS 66215 - 913-438-2226 x130 Investment advisory services offered through Modern Wealth Management, LLC, an SEC registered Executive Advisor and Certified Financial Planner® at Modern Wealth Management · Experience: Modern Wealth Management · Education: Bryant University · Location: Lenexa · 500+ Modern Wealth Management Lenexa, KS (Onsite) Full-Time. S. Modern Wealth's area operation is the firm's biggest. Education: Bachelor’s Degree from Bard College. 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