CRD: 154742
Modern Wealth Concepts LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Lincoln Financial
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-01-2010
- Office Locations
- 1
Office Locations
About Modern Wealth Concepts LLC
Modern Wealth Concepts LLC is an independent, product-neutral financial advisor focused on retirement and holistic financial planning. The firm provides wealth, investment, tax and estate planning, plus insurance coordination, for individuals and business owners. Portfolios emphasize ETFs and fixed income with active allocation and risk management, and can be custodied at Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KEITH MARTIN DONNELL
Chief Compliance Officer, Managing Member, President
- CRD
- #1687099
- Ownership
- 50% but less than 75%
CHERYL H DONNELL
Director
- CRD
- --
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $46,200,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $46,200,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - OTC | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
Continue browsing