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Stephen Andrew Tuckwood

Modern Wealth Management, LLC

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About Stephen Andrew Tuckwood

Stephen Tuckwood is an Investment Advisor Representative at Modern Wealth Management, LLC. Stephen is licensed to provide investment advice in Georgia. Stephen's office is located in Lenexa, Kansas. Stephen has been in the financial services industry since August 2012. Stephen holds a Series 65 license.

Firm Information

Stephen Tuckwood 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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Stephen Tuckwood’s Registration & Firm History

KS

05/17/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

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Licenses & Designations

IA

Issued 09/02/2008

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Stephen Andrew Tuckwood.
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