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Brian Dale Johnson

Modern Wealth Management, LLC

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About Brian Dale Johnson

Brian Johnson is an investment advisor representative at Modern Wealth Management, LLC. Brian has been in the financial industry since 1990. Brian holds the Series 6, 7, 24, 63 and 65 licenses. Brian specializes in providing investment advice to individuals and families. Brian Johnson's prior employers include PERSHE KAPLAN STERLING INVESTMENTS, ING FINANCIAL PARTNERS, INC., and AMERITAS INVESTMENT CORP. Brian Johnson is registered to provide investment advice in Iowa and Texas.

Firm Information

Brian Johnson 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.

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financial planning services

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

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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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.

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fixed fees

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

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percentage of assets

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

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Brian Johnson’s Registration & Firm History

IA

11/04/2024 - Present

Modern Wealth Management, LLC (Glidden IA)

IA

04/01/2014 - 12/31/2017

PURSHE KAPLAN STERLING INVESTMENTS (Glidden IA)

IA

01/28/2002 - 04/02/2014

ING FINANCIAL PARTNERS, INC. (GLIDDEN IA)

NE

01/08/2002 - 01/29/2002

AMERITAS INVESTMENT CORP. (LINCOLN NE)

CT

08/07/1990 - 01/09/2002

WASHINGTON SQUARE SECURITIES, INC. (WINDSOR CT)

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Licenses & Designations

IA

Issued 12/14/1998

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/11/2003

Series 24 - General Securities Principal Examination

BC

Issued 12/31/2017

SIE - Securities Industry Essentials Examination

BC

Issued 11/25/2002

Series 7 - General Securities Representative Examination

BC

Issued 08/06/1990

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Brian Dale Johnson. Review regulatory record here.
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