Charles M. Kasper
Investment adviser representative at Modern Wealth Management, LLC
21 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.9BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
21 years in the industry.
- Modern Wealth Management, LLCApr 2023 to now
- Life Strategies AnalyticsMay 2005 to now
- Mutual Securities, Inc.Oct 2016 to Oct 2024
- Barber FinancialAug 2016 to Apr 2023
- Financial Security IncMay 2005 to Apr 2023
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 2 states (KS, MO).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4998636
- Firm CRD
- 324624