Jeffrey
Ernest
Modern Wealth Management, LLC
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About this Advisor
Jeffrey Ernest is a financial advisor based in Lenexa, Kansas, working with Modern Wealth Management, LLC. Jeffrey has previously held positions at Barber Financial Group, National Planning Corporation, Mutual Securities, Inc, and Modern Wealth Management, LLC. Jeffrey has passed the Series 66 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Jeffrey is part of Modern Wealth Management, LLC, which operates out of Lenexa, Kansas. The firm has 9 offices and 92 employees. The firm manages assets totaling $2.1 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Modern Wealth Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Modern Wealth Management, LLC Brokerage Details
$2,073,107,856
92
13,592
$152,524
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Jeffrey Ernest Work History
Modern Wealth Management, LLC
Mutual Securities, Inc
Barber Financial Group
National Planning Corporation
Disclosures
Please visit the SEC profile of Jeffrey Ernest to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Modern Wealth Management, LLC
Glidden, IA
Lenexa, KS
Glidden, IA
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
Troy, MI
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