Risdan D. Kasper

MODERN WEALTH MANAGEMENT

Lees Summit, MO 64063

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CRD#: 1233904

Professional summary

Risdan Depaul Kasper, AIF®, CFP®, who also goes by Bud D Kasper, Bud Depaul Kasper, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Lees Summit, Missouri.

Risdan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1984. Risdan has worked at 9 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?

Investment Planning

Comprehensive Financial Planni...

Retirement Planning

Estate Planning

Insurance Planning

Are you a "fiduciary"?

Yes

Aliases

Bud D Kasper | Bud Depaul Kasper

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

WEALTH MANAGEMENT RADIO SHOW - YES - 13550 W 95TH ST LENEXA KS 66215 - WEEKLY RADIO SHOW - CO-HOST - 5/29/08 - 4HRS/MONTH 4HRS DURING TRADING RISDAN D KASPER-INSURANCE AGENT - FIXED LIFE INSURANCE, 211A NW EXECUTIVE WAY, LS MO 64063, 2 HOURS- 05/1995 TO PRESENT 04/2007 - Present - Life Strategies Analytics, owner 25%, discuss investment solutions weekly, 4-6 hours, 211A NW Executive Way, LS MO 64063

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Risdan Depaul Kasper's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

AIF^®

Accredited Investment Fiduciary

CFP^®

Certified Financial Planner

Start date: 1993

Experience

Current

April 26, 2023 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 211a Nw Executive Way, Lees Summit, MO 64063

RIA

CRD#: 324624

Lees Summit, MO

Past

August 18, 2016 - December 7, 2023

BARBER FINANCIAL GROUP

RIA

CRD#: 152043

Lees Summit, MO

Past

May 29, 2008 - October 5, 2016

NATIONAL PLANNING CORPORATION

RIA

CRD#: 29604

LEES SUMMIT, MO

Past

May 29, 2008 - October 3, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

LEES SUMMIT, MO

Past

July 7, 2006 - May 30, 2008

SECURITIES AMERICA ADVISORS, INC.

RIA

CRD#: 110518

LEE'S SUMMITT, MO

Past

January 2, 2001 - August 3, 2006

FINANCIAL SECURITY INVESTMENT ADVISORS, INC.

RIA

CRD#: 108845

LEE'S SUMMIT, MO

Past

May 15, 1995 - May 30, 2008

SECURITIES AMERICA, INC.

CRD#: 10205

ST. LOUIS, MO

Past

May 31, 1994 - May 12, 1995

GEORGE K. BAUM & COMPANY

CRD#: 36354

KANSAS CITY, MO

Past

January 17, 1992 - May 31, 1994

GKB, INC.

CRD#: 350

KANSAS CITY, MO

Past

January 25, 1984 - January 21, 1992

UBS FINANCIAL SERVICES INC.

CRD#: 8174

WEEHAWKEN, NJ

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Kansas
(4/26/2023)

IAR

Missouri
(5/11/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

Series 63

Date: 2/1/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/3/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 1/21/1984

General Securities Representative Examination

Current Firm

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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Contact information

Main Address

13550 W 95th St., Lenexa, KS 66227

Mailing Address

Phone number

(913) 393-1000

Established

Firm type

Fiscal year end

# of Employees

150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	18,823
AUM (Assets Under Management)	$ 6,148,915,787

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

xxxxx@xxxx.xxx

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Firm Stability Insights

Risdan D. Kasper

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Risdan Depaul Kasper's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARBER FINANCIAL GROUP

NATIONAL PLANNING CORPORATION

NATIONAL PLANNING CORPORATION

SECURITIES AMERICA ADVISORS, INC.

FINANCIAL SECURITY INVESTMENT ADVISORS, INC.

SECURITIES AMERICA, INC.

GEORGE K. BAUM & COMPANY

GKB, INC.

UBS FINANCIAL SERVICES INC.

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 63

Date: 2/1/1984

SIE

Date: 10/3/2016

Series 7

Date: 1/21/1984

Current Firm

MODERN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

Contact information

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