Unclaimed
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.
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
04/26/2023 - Present
Modern Wealth Management, LLC (LENEXA KS)
KS
08/27/2015 - 08/29/2016
NATIONAL PLANNING CORPORATION (LENEXA KS)
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
Active
Inactive
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