Invested Better
Unclaimed

Unclaimed

Unclaimed

Angelica Marie Mitchell

Modern Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Angelica? Claim Your Profile

About Angelica Marie Mitchell

Angelica Marie Mitchell is a financial advisor at Modern Wealth Management, LLC. Angelica has been in the financial services industry for over 10 years. Angelica specializes in helping individuals and families achieve their financial goals. She provides a variety of services, including financial planning, portfolio management, and retirement planning. Angelica is committed to providing her clients with personalized advice and guidance.

Firm Information

Angelica Mitchell is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Angelica Mitchell’s Registration & Firm History

KS

09/30/2024 - Present

Modern Wealth Management, LLC (LENEXA KS)

Not sure if Angelica Marie Mitchell is right for you?

Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Angelica Marie Mitchell.
Not sure if Angelica Marie Mitchell is right for you?