Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Trevor? Claim Your ProfileTrevor Klugh is an investment advisor representative registered with Modern Wealth Management, LLC. Trevor has been working in the financial services industry since 2015. Trevor has a Series 65 license. Trevor is registered in Idaho and Texas. Trevor specializes in providing financial planning services to individuals and families. Trevor also offers portfolio management services to individuals. Modern Wealth Management, LLC is a registered investment advisor that provides financial planning and portfolio management services. Modern Wealth Management, LLC is headquartered in Lenexa, Kansas. Modern Wealth Management, LLC has approximately $2 billion in assets under management.
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
10/18/2024 - Present
Modern Wealth Management, LLC (LENEXA KS)
IA
Issued 04/04/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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