Joel Kurt Forsyth
Investment adviser representative at Modern Wealth Management, LLC
12 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm in business
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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
12 years in the industry.
- Modern Wealth Management, LLCSep 2026 to now
- Modern Wealth Managment, LLCAug 2026 to now
- Mutual of America Life Insurance CompanyFeb 2018 to Aug 2026
- Mutual of America Securities LLCFeb 2018 to Aug 2026
- Bank of AmericaNov 2017 to Feb 2018
- Mutual of America Life Insurance CompanySep 2014 to Nov 2017
- Mutual of America Securities LLCSep 2014 to Nov 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 5893941
- Firm CRD
- 324624