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Kyle Miller Dunn

Modern Wealth Management, LLC

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About Kyle Miller Dunn

Kyle Dunn is a financial advisor with Modern Wealth Management, LLC. Kyle has been in the financial industry since 2011 and has a strong track record of providing personalized financial advice to clients. Kyle is a Registered Representative and Investment Advisor Representative, and holds the Series 6, 7, and 63 licenses. Kyle is also a Chartered Financial Consultant. Modern Wealth Management is a Registered Investment Advisor and provides a range of financial services, including financial planning, investment management, and retirement planning.

Firm Information

Kyle Dunn 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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Kyle Dunn’s Registration & Firm History

NY

03/01/2024 - Present

Modern Wealth Management, LLC (ROCHESTER NY)

NY

09/18/2018 - 03/13/2024

LPL FINANCIAL LLC (ROCHESTER NY)

NY

01/20/2017 - 09/19/2018

CADARET, GRANT & CO., INC. (ROCHESTER NY)

NY

02/15/2011 - 01/25/2017

MML INVESTORS SERVICES, LLC (ROCHESTER NY)

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Licenses & Designations

BC

Issued 03/28/2011

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/05/2018

Series 7 - General Securities Representative Examination

BC

Issued 02/14/2011

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Kyle Miller Dunn. Review regulatory record here.
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