Zachary
Ghilino

Modern Wealth Management, LLC

CRD#7894712
Investment Advisor
in Lenexa, KS

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About this Advisor

Zachary Ghilino is a financial advisor based in Lenexa, Kansas, working with Modern Wealth Management, LLC. Zachary has previously held positions at Modern Wealth Management, LLC, Ignite Woodfire Grill, Brewbakers, Salty Iguana, University Of Kansas, and Unemployed Minor. Zachary has passed the Series 65 regulatory exam and is registered to provide services in Kansas. Currently, Zachary 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 St.
Lenexa, KS 66227

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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

Zachary Ghilino Work History

2023 - Present (1 year)

Modern Wealth Management, LLC

2022 - 2022 (< 1 year)

University Of Kansas

2020 - 2022 (2 years)

University Of Kansas

2019 - 2020 (1 year)

Salty Iguana

2018 - 2019 (1 year)

Brewbakers

2017 - 2018 (1 year)

Ignite Woodfire Grill

2014 - 2016 (2 years)

Unemployed Minor

Disclosures

Please visit the SEC profile of Zachary Ghilino 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

Zachary Ghilino
Lenexa, KS
Brian Johnson
Glidden, IA
Jeffrey Ernest
Lenexa, KS
Jeremiah Johnson
Glidden, IA
Stephen Howles
Lenexa, KS
James Rankin
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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