linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Charles M. Kasper

Modern Wealth Management, LLC

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

About Charles M. Kasper

Charles M. Kasper is a financial advisor who has been in the industry since 2006. Charles is currently registered with Modern Wealth Management, LLC, and has previously worked for NATIONAL PLANNING CORPORATION and SECURITIES AMERICA, INC. Charles has a Series 7 and Series 66 license and is registered in Florida, Kansas, and Missouri. Charles M. Kasper's primary focus is to provide personalized financial advice to individuals, families and businesses. Charles M. Kasper specializes in financial planning, portfolio management, and selection of other advisors.

Firm Information

Charles Kasper 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

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

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.

Charles Kasper’s Registration & Firm History

MO

05/11/2023 - Present

Modern Wealth Management, LLC (Lees Summit MO)

MO

05/29/2008 - 10/03/2016

NATIONAL PLANNING CORPORATION (LEES SUMMIT MO)

MO

10/10/2006 - 05/30/2008

SECURITIES AMERICA, INC. (LEE'S SUMMIT MO)

Not sure if Charles M. Kasper is right for you?

Licenses & Designations

BOTH

Issued 09/20/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/09/2006

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Charles M. Kasper.
Not sure if Charles M. Kasper is right for you?