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James Porter Rankin

Modern Wealth Management, LLC

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About James Porter Rankin

James Rankin is a financial professional with over 10 years of experience in the industry. James is currently a Registered Representative at Modern Wealth Management, LLC, located in Lenexa, KS. James is also an Investment Advisor Representative. James has previously worked at CreativeOne Securities, LLC and Madison Avenue Securities, LLC. James has a strong track record of helping clients achieve their financial goals. James specializes in providing financial advice to individuals and families, and he is committed to providing his clients with personalized service and a high level of expertise.

Firm Information

James Rankin 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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James Rankin’s Registration & Firm History

KS

11/10/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

04/24/2018 - 10/09/2023

CREATIVEONE SECURITIES, LLC (OVERLAND PARK KS)

KS

11/22/2016 - 04/10/2018

MADISON AVENUE SECURITIES, LLC (Topeka KS)

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Licenses & Designations

BOTH

Issued 08/31/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/20/2013

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/04/2017

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for James Porter Rankin.
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