Stephen
Howles
Modern Wealth Management, LLC
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About this Advisor
Stephen Howles is a financial advisor based in Lenexa, Kansas, working with Modern Wealth Management, LLC. Stephen has previously held positions at Cadaret, Grant & Co., Inc, Beltz, Ianni & Associates, Lpl Financial LLC, Modern Wealth Management, LLC, and Mutual Securities, Inc. Stephen has passed the Series 66 regulatory exam and is registered to provide services in New York and Texas. Currently, Stephen 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
Stephen Howles Work History
Modern Wealth Management, LLC
Mutual Securities, Inc
Lpl Financial LLC
Beltz, Ianni & Associates
Cadaret, Grant & Co., Inc
Disclosures
Please visit the SEC profile of Stephen Howles 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
Glidden, IA
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
Lenexa, KS
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