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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Daniel? Claim Your ProfileDaniel Gene Cox is an investment advisor representative for Modern Wealth Management, LLC. Daniel has been in the industry since June 2016. Daniel is a registered investment advisor representative in Kansas. Daniel's firm, Modern Wealth Management, LLC, offers a variety of financial planning services including portfolio management for individuals, selection of other advisors, and financial planning.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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KS
04/02/2024 - Present
Modern Wealth Management, LLC (LENEXA KS)
IA
Issued 01/12/2016
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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