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William Ray Doty

Modern Wealth Management, LLC

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About William Ray Doty

William Doty is a registered investment advisor representative with Modern Wealth Management, LLC in Lenexa, Kansas. William has been in the industry since 2007 and is a Series 63, 65 and 7 licensed advisor. William has a strong track record of helping individuals and families reach their financial goals. William is passionate about helping his clients achieve their financial goals. He specializes in financial planning, portfolio management, and retirement planning. If you are looking for an experienced and knowledgeable advisor to help you navigate the complexities of the financial world, William Doty is a great choice.

Firm Information

William Doty 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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William Doty’s Registration & Firm History

KS

05/01/2023 - Present

Modern Wealth Management, LLC (LENEXA KS)

KS

11/17/2009 - 08/26/2016

NATIONAL PLANNING CORPORATION (LENEXA KS)

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Licenses & Designations

IA

Issued 10/18/2011

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/18/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/26/2016

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2009

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for William Ray Doty.
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