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Joshua Kirk Diekmann

Investment adviser representative at Modern Wealth Management, LLC
16 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

16 years in the industry.

  1. Modern Wealth Management, LLCApr 2023 to now
  2. Barber Financial GroupJul 2018 to Apr 2023
  3. UnemployedMay 2018 to Jul 2018
  4. Amc TheatersAug 2010 to May 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2019

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
6991091
Firm CRD
324624
Advisor's SEC record (opens in a new tab)
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