Joshua
Diekmann

Modern Wealth Management, LLC

CRD#6991091
Investment Advisor
in Lenexa, KS

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About this Advisor

Joshua Diekmann is a financial advisor based in Lenexa, Kansas, working with Modern Wealth Management, LLC. Joshua has previously held positions at Barber Financial Group, AMC Theaters, and Modern Wealth Management. Joshua has passed the Series 65 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Joshua 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

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

13550 W 95Th Street
Lenexa, KS 66215

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Modern Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,073,107,856

KS Average: $2,243,162,756
Total Number of Employees

92

KS Average: 44
Total Number of Accounts

13,592

KS Average: 4,091
Average Account Size

$152,524

KS Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

Joshua Diekmann Work History

2023 - Present (2 years)

Modern Wealth Management

2018 - Present (7 years)

Barber Financial Group

2010 - 2018 (8 years)

Amc Theaters

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of Joshua Diekmann 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

Jeremiah Johnson
Glidden, IA
Zachary Ghilino
Lenexa, KS
Brian Johnson
Glidden, IA
Stephen Howles
Lenexa, KS
Jeffrey Ernest
Lenexa, KS
Drew Sprugel
Lenexa, KS
Michelle Cannan
Lenexa, KS

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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