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Nathan James Fiser

Modern Wealth Management, LLC

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About Nathan James Fiser

Nathan James Fiser is a financial advisor with over 20 years of experience in the industry. Nathan is a registered representative of Modern Wealth Management, LLC and is licensed to provide financial services in multiple states. Nathan holds Series 6, 7, and 66 licenses and is a Certified Financial Planner. Nathan has a diverse background and has held positions at various financial institutions, including ING Financial Partners, Inc. and Northwestern Mutual Investment Services, LLC. Nathan is committed to providing personalized financial advice to individuals and families, focusing on developing customized financial plans, investment strategies, and retirement planning solutions. Nathan is also a board member for the International Essential Tremor Foundation, where he supports the organization's mission to improve the lives of those living with essential tremor.

Firm Information

Nathan Fiser 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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Nathan Fiser’s Registration & Firm History

KS

09/27/2024 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

09/09/2004 - 06/10/2011

ING FINANCIAL PARTNERS, INC. (LENEXA KS)

WI

05/23/2002 - 01/21/2003

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MILWAUKEE WI)

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Licenses & Designations

BOTH

Issued 12/29/2004

Series 66 - Uniform Combined State Law Examination

BC

Issued 09/30/2004

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/09/2004

Series 7 - General Securities Representative Examination

BC

Issued 05/10/2002

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Nathan James Fiser.
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