Dakota Warnken
Investment adviser representative at Modern Wealth Management, LLC
10 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
10 years in the industry.
- Modern Wealth Management, LLCMay 2024 to now
- Commerce Trust CompanyJun 2022 to May 2024
- Conway Investment ResearchJan 2021 to Jun 2022
- Prime Capital Investment AdvisorsJun 2018 to Jan 2021
- N/aDec 2017 to Jun 2018
- Um - Kansas CityJun 2017 to Dec 2017
- The Barstow SchoolJun 2016 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (KS).
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
- 7010941
- Firm CRD
- 324624