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Magdalena Eberhardt

PUBLIC SAFETY FINANCIAL/GALLOWAY
MESA, AZ
·CRD# 2176162·27 years experience

Professional Summary

Magdalena Eberhardt, who also goes by Nanette Eberhardt, Magdalena Noriega, Nanette Noriega, is a registered financial advisor currently at PUBLIC SAFETY FINANCIAL/GALLOWAY located in Mesa, Arizona and MODERN WEALTH MANAGEMENT, LLC located in Mesa, Arizona. Magdalena is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1999. Magdalena has worked at 11 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

Nanette Eberhardt, Magdalena Noriega, Nanette Noriega

Blog Corner

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Videos & Posts

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

27 years in the financial services industry

Current & Past Employments

PUBLIC SAFETY FINANCIAL/GALLOWAY·CRD# 141091
RIA
1138 N Alma School Rd Suite 201, Mesa, AZ 85201
July 15, 2008 - Present
MODERN WEALTH MANAGEMENT, LLC·CRD# 324624
RIA
1138 N Alma School Rd, Mesa, AZ 85201
August 29, 2025 - Present
MUTUAL SECURITIES, INC.·CRD# 13092
BD
1138 N Alma School Rd. Ste. 201, Mesa, AZ 85201
November 17, 2025 - Present
PURSHE KAPLAN STERLING INVESTMENTS·CRD# 35747
BD
Mesa, AZ
September 2, 2014 - September 2, 2025
CAMBRIDGE INVESTMENT RESEARCH, INC.·CRD# 39543
BD
Mesa, AZ
June 30, 2008 - December 23, 2013
CETERA ADVISORS LLC·CRD# 10299
RIA
Greenwood Village, IL
September 12, 2006 - June 27, 2008
CETERA ADVISORS LLC·CRD# 10299
BD
Greenwood Village, CO
August 25, 2006 - June 27, 2008
THE PLANNING GROUP·CRD# 113887
RIA
Scottsdale, AZ
July 15, 2005 - May 24, 2006
STRATEGIC INVESTMENT ADVISORS·CRD# 121768
RIA
Scottsdale, AZ
July 15, 2005 - May 24, 2006
MERIDIAN UNITED CAPITAL, LLC·CRD# 122924
BD
Scottsdale, AZ
June 2, 2005 - February 17, 2006
WELLS FARGO CLEARING SERVICES, LLC·CRD# 19616
BD
St. Louis, MO
July 1, 2003 - February 16, 2005
PRUDENTIAL EQUITY GROUP, LLC·CRD# 7471
BD
New York, NY
January 29, 1999 - July 1, 2003

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Current Firm

MW
MODERN WEALTH MANAGEMENT, LLC

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

CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - SEC (5/2/2023 Approved)

Contact Information

Main Address

1712 Main Street Suite 400, Kansas City, MO 64108

Phone Number

(913) 393-1000

# of Employees

253

SEC notice filing (53 States and Territories)

Registered to provide investment advisory services in 53 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

APRIL 2026 ADV 2A (4/28/2026)

Regulatory Assets Under Management

Total Number of Accounts

30,617

AUM (Assets Under Management)

$10,904,051,242

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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.

1. Modern Wealth Management, LLC., Start Date: 09/01/2025, 1138 N Alma School Rd., Ste. 201, Mesa, AZ 85201, LLC, Administrative, Director of Operations, Director of Operations for Public Safety Financial Division of Modern Wealth Management, LLC., Investment Related, 160 Hours per month, 8 Hours per day during trading hours. 2. Galloway Asset Management, Start Date: 02/2006, 1138 N Alma School Rd., Ste. 201, Mesa, AZ 85201, LLC, Modern Wealth Management, LLC., Chief Operations Officer, MWM acquired assets of Galloway Asset Management, LLC. My previous duties include running the operations of this RIA, The RIA is remaining open until some of the government contracts are able to be reassigned to MWM, I would continue to attend the City or Agency deferred compensation committee meetings to report on any education presentations we continue to present until the contracts are reassigned, Investment Related, 4 Hours per month, 1 Hour per day during trading hours. 3. City of Phoenix Firefighter Healthcare Trust, Start Date: 11/2023, 61 E Columbus Ave., Ste. 100, Phoenix, AZ 85012, Trust, Employee Benefit Trust Fund Board, Board Member, As a Board Member I attend quarterly meetings, we are provided with several updates from Investment Advisors, Council, and Consultants go gauge the health of the plan, including Investment update, custodial update, actuarial report, record keeping updated, and audit update, when applicable we may need to vote on changes to plan, Investment Related, 1 Hour per month, 1 Hour per day during trading hours.

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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".
MW
MODERN WEALTH MANAGEMENT, LLC

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

CRD#: 324624 / SEC#: 801-127231
RIA
Registered Investment Advisory firm - SEC (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.
RR
indicates the advisor is registered as a Registered Representative in this state, allowing securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
IAR
Arizona
(7/15/2008)
RR
Arizona
(11/18/2025)
RR
Georgia
(5/14/2026)
RR
North Carolina
(5/14/2026)
RR
Texas
(5/14/2026)

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.Note:This rule does not apply to broker-dealer activity.

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 65 — Uniform Investment Adviser Law Examination

Passed Jul 2005About the Series 65 exam

Series 63 — Uniform Securities Agent State Law Examination

Passed Feb 1999About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jan 1999About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Magdalena Eberhardt's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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