Invested Better
Unclaimed

Unclaimed

Unclaimed

Logan James Degraeve

Modern Wealth Management, LLC

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

About Logan James Degraeve

Logan Degraeve is an investment advisor representative at Modern Wealth Management, LLC in Lenexa, Kansas. Logan has been in the industry for over eight years and holds a Series 7, Series 66, and SIE licenses. Logan has experience in providing financial planning and portfolio management services to individuals, high-net-worth individuals, and pension and profit-sharing plans. Logan is affiliated with National Planning Corporation, a firm that was previously based in El Segundo, California. Logan has been registered with the state of Kansas since 2015.

Firm Information

Logan Degraeve 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

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.

Logan Degraeve’s Registration & Firm History

KS

04/26/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

08/27/2015 - 08/29/2016

NATIONAL PLANNING CORPORATION (LENEXA KS)

Not sure if Logan James Degraeve is right for you?

Licenses & Designations

BOTH

Issued 10/20/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 08/29/2016

SIE - Securities Industry Essentials Examination

BC

Issued 08/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Logan James Degraeve.
Not sure if Logan James Degraeve is right for you?