Joel Pyun
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Modern Wealth Management, LLCSep 2026 to now
- Fidelity InvestmentsAug 2023 to Aug 2026
- Pine Cove CampsJun 2023 to Aug 2023
- TargetbaseJan 2022 to May 2023
- Advance TherapyAug 2021 to Dec 2021
- Pine Cove CampsJun 2021 to Aug 2021
- Tiffs TreatsFeb 2021 to Jun 2021
- Collin CollegeDec 2020 to Jan 2021
- Collin CollegeDec 2019 to Jan 2020
- Pine Cove CampsJun 2019 to Aug 2019
- Texas A&m UniversityAug 2018 to Dec 2021
- Pf ChangsJan 2018 to Aug 2018
- Palios PizzaAug 2017 to Jan 2018
- Plano Senior High SchoolAug 2016 to Jun 2018
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
State registrations
Registered as an investment adviser representative in 1 state (CO).
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
- 7800040
- Firm CRD
- 324624