Curt Pudenz
Investment adviser representative at Modern Wealth Management, LLC
19 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
19 years in the industry.
- Modern Wealth Management, LLCMar 2026 to now
- Carroll Community School DistrictSep 2025 to now
- Daisy River Processing LLCMar 2025 to Jun 2025
- Greg Pudenz Cattle CompanyJul 2024 to Mar 2025
- Rustic CutsDec 2023 to Jul 2024
- Bohlmann Inc.Oct 2022 to Dec 2023
- James Pudenz Cattle CoOct 2007 to Oct 2022
Exams passed
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 1 state (IA).
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
- 8256164
- Firm CRD
- 324624