Jack Knutson
Investment adviser representative at Modern Wealth Management, LLC
12 yearsExperience
3 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
12 years in the industry.
- Modern Wealth Management, LLCMar 2025 to now
- Northwestern Mutual Wealth Management CompanyJun 2024 to Mar 2025
- Northwestern Mutual Investment Services LLCMar 2024 to Mar 2025
- John BlackFeb 2024 to Mar 2025
- Bank of America N.A.Nov 2022 to Dec 2023
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedOct 2021 to Dec 2023
- UpsNov 2017 to Jan 2018
- Freedom BankJun 2017 to Oct 2021
- University of KansasJan 2017 to May 2020
- Johnson County Community CollegeAug 2014 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 3 states (KS, MO, TX).
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
- 7459420
- Firm CRD
- 324624