Cooper William Harbowy
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 2025 to now
- ChipotleJan 2023 to Apr 2023
- Benedictine UniversityAug 2021 to May 2025
- Not Employed - Preparing for CollegeMay 2021 to Aug 2021
- Kentucky Fried ChickenSep 2018 to Nov 2018
- Bishop Foley High SchoolAug 2017 to May 2021
- St. Isaac Jogues Grade SchoolMar 2016 to Aug 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
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
- 8240555
- Firm CRD
- 324624