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Risdan Depaul Kasper

Modern Wealth Management, LLC

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About Risdan Depaul Kasper

Risdan D. Kasper is a financial advisor with over 30 years of experience in the financial services industry. Risdan has a strong background in providing financial planning and investment management services to individuals, families, and businesses. Risdan is a Certified Financial Planner™ professional and holds the Series 7 and Series 63 licenses. Risdan is currently registered with Modern Wealth Management, LLC in Kansas and Missouri. Risdan has previously worked with National Planning Corporation, Securities America, Inc., George K. Baum & Company, and Paine Webber Incorporated.

Firm Information

Risdan Kasper 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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Risdan Kasper’s Registration & Firm History

MO

05/11/2023 - Present

Modern Wealth Management, LLC (Lees Summit MO)

MO

05/29/2008 - 10/03/2016

NATIONAL PLANNING CORPORATION (LEES SUMMIT MO)

MO

05/15/1995 - 05/30/2008

SECURITIES AMERICA, INC. (ST. LOUIS MO)

MO

05/31/1994 - 05/12/1995

GEORGE K. BAUM & COMPANY (KANSAS CITY MO)

MO

01/17/1992 - 05/31/1994

GEORGE K. BAUM & COMPANY (KANSAS CITY MO)

NJ

01/25/1984 - 01/21/1992

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

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Licenses & Designations

BC

Issued 02/01/1984

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/03/2016

SIE - Securities Industry Essentials Examination

BC

Issued 01/21/1984

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Risdan Depaul Kasper.
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