Peter E Wargo
Investment adviser representative at Modern Wealth Management, LLC
11 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
11 years in the industry.
- Modern Wealth Management, LLCAug 2023 to now
- Barber Financial Group, LLC.Jun 2017 to now
- Mutual Securities, Inc.Jun 2017 to now
- National Planning CorporationDec 2015 to Jun 2017
- Osiwala Financial GroupMay 2015 to Apr 2023
Exams passed
- Series 66 · Uniform Combined State Law2016
State registrations
Registered as an investment adviser representative in 1 state (MI).
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
- 6208776
- Firm CRD
- 324624