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Wayne Robinson

Modern Wealth Management, LLC

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About Wayne Robinson

Wayne Robinson is an investment advisor representative with Modern Wealth Management, LLC. Wayne has been in the financial services industry for over 15 years. Wayne holds the Series 6, 7, and 66 licenses and is registered with the state of Kansas. Prior to joining Modern Wealth Management, Wayne worked at National Planning Corporation and Allianz Life Financial Services, LLC. Wayne is committed to providing personalized financial advice and helping clients achieve their financial goals.

Firm Information

Wayne Robinson 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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Wayne Robinson’s Registration & Firm History

KS

05/11/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

01/15/2015 - 08/26/2016

NATIONAL PLANNING CORPORATION (LENEXA KS)

MN

04/17/2012 - 01/13/2015

ALLIANZ LIFE FINANCIAL SERVICES, LLC (MINNEAPOLIS MN)

MA

07/29/2009 - 12/31/2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC. (WELLESLEY HILLS MA)

PA

01/24/2007 - 03/13/2009

LINCOLN FINANCIAL DISTRIBUTORS, INC. (RADNOR PA)

NJ

05/03/2005 - 12/04/2006

AIG SUNAMERICA CAPITAL SERVICES, INC. (JERSEY CITY NJ)

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Licenses & Designations

BOTH

Issued 03/03/2015

Series 66 - Uniform Combined State Law Examination

BC

Issued 05/09/2005

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 12/10/2014

Series 7 - General Securities Representative Examination

BC

Issued 05/02/2005

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Wayne Robinson. Review regulatory record here.
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