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Bruce Taylor Godke

Modern Wealth Management, LLC

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About Bruce Taylor Godke

Bruce Taylor Godke is a financial advisor with over 25 years of experience. Bruce Godke is currently registered with Modern Wealth Management, LLC, and has been with them since April 2023. Bruce has also worked with NATIONAL PLANNING CORPORATION, ING FINANCIAL PARTNERS, INC., and METLIFE SECURITIES INC., among others. Bruce is a licensed insurance agent and is registered to provide investment advisory services in multiple states.

Firm Information

Bruce Godke 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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Bruce Godke’s Registration & Firm History

KS

04/27/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

04/27/2007 - 08/29/2016

NATIONAL PLANNING CORPORATION (LENEXA KS)

KS

07/25/2005 - 04/27/2007

ING FINANCIAL PARTNERS, INC. (LENEXA KS)

NA

09/14/1987 - 03/22/1994

METLIFE SECURITIES INC.

NA

09/14/1987 - 03/22/1994

METROPOLITAN LIFE INSURANCE COMPANY

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Licenses & Designations

BOTH

Issued 08/04/2005

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/23/1987

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 07/22/2005

Series 7 - General Securities Representative Examination

BC

Issued 09/11/1987

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 4 public disclosures for Bruce Taylor Godke. Review regulatory record here.
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