Risdan
Kasper

Modern Wealth Management, LLC

CRD#1233904
Investment Advisor
in Lees Summit, MO

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About this Advisor

Risdan Kasper is a financial advisor based in Lees Summit, Missouri, working with Modern Wealth Management, LLC. Risdan has previously held positions at Risdan D. Kasper, National Planning Corporation, Financial Security Inc, Barber Financial Group, Life Strategies Analytics, and Modern Wealth Management, LLC. Risdan has passed the Series 63 regulatory exam and is registered to provide services in Kansas and Missouri. Currently, Risdan is part of Modern Wealth Management, LLC, which operates out of Lees Summit, Missouri. 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 63, CERTIFIED FINANCIAL PLANNER™

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

211A Nw Executive Way
Lees Summit, MO 64063

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Modern Wealth Management, LLC Brokerage Details

Total Assets Under Management

$2,073,107,856

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

92

MO Average: 44
Total Number of Accounts

13,592

MO Average: 4,091
Average Account Size

$152,524

MO Average: $548,316

Investment Advisory Services

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

Risdan Kasper Work History

2023 - Present (1 year)

Modern Wealth Management, LLC

2016 - Present (8 years)

Barber Financial Group

2007 - Present (17 years)

Financial Security Inc

2007 - Present (17 years)

Life Strategies Analytics

1995 - Present (29 years)

Risdan D. Kasper

2008 - 2016 (8 years)

National Planning Corporation

Disclosures

Please visit the SEC profile of Risdan Kasper 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

Jeffrey Ernest
Lenexa, KS
Jeremiah Johnson
Glidden, IA
Stephen Howles
Lenexa, KS
Brian Johnson
Glidden, IA
Zachary Ghilino
Lenexa, KS
Michelle Cannan
Lenexa, KS
Kyle Akers
Troy, MI

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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