Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Michael? Claim Your ProfileMichael Capelle is an investment advisor representative with Modern Wealth Management, LLC. Michael has been in the industry since 2004 and is registered with the state of California. Michael specializes in financial planning, portfolio management for individuals, and selection of other advisors. Michael holds a Series 65 license. Michael also is on the advisory board for MaxMyInterest.
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
01/20/2023 - Present
Modern Wealth Management, LLC (LENEXA KS)
IA
Issued 12/15/2004
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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