LM
Lawrence F. Mcmanus
MODERN WEALTH MANAGEMENT
CHAPEL HILL, NC 27514
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CRD#: 4751988
LM
Lawrence Francis Mcmanus JR.MODERN WEALTH MANAGEMENT
Professional summary
Lawrence Francis Mcmanus JR., CFP®, who also goes by Lawrence Francis Mcmanus, Lawrence, Jr. Francis Mcmanus Jr., is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Chapel Hill, North Carolina.
Lawrence is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2004. Lawrence has worked at 3 firms and has passed the Series 65 and SIE exams.
At a Glance
Always Fiduciary
Aliases
Lawrence Francis Mcmanus | Lawrence, Jr. Francis Mcmanus Jr.
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) Red Truck Blue Truck LLC: member/owner of commercial condo; start date: May 2018. Not investment related. Chapel Hill North Carolina; 0 hrs/mnth during securities trading hours; 2 hrs/mnt outside of securities trading hours. 2) High Road Management LLC: not investment related; managing member/owner; Chapel Hills, NC; 0 hrs/mnth during securities trading hours; 10 hrs/mnth outside of securities trading hours; pays expenses and employees for dba LFM Wealth Management. 3) Carol Woods Retirement Community: not investment related; treasurer, finance chair, executive committee on the board of directors; start date: 01/2022; 0hrs/mnth during securities trading hours; 8 hrs/mnth outside of securities trading hours. 4) County Hall Insurance Company: Residential Board Member on the Board of Directors; not investment related; start date: 07/2024; start date: 1hr/mnth during securities trading hours; 0 hrs/mnth outside of securities trading hours; Chapel Hill, NC; attend annual board meeting, maintain state of North Carolina residency, maintain good standing with NC Department of Insurance. Company provides affordable truck insurance to members of long haul trucking industry. 5) Link Apartments Carlisle 8 LLC. Investment Related. Passive Income. 111-121 Washington Street (aka 8 Carlisle Street), Financial District, New York, NY 10006. Equity investment in new apartment building in New York City (multifamily development) . Member. 12/09/2024. 0 hours during trading hours. 6) Timber Hollow LLC. Investment Related. Passive Income. 4.61% ownership with spouse in multifamily complex in Chapel Hill, NC. Member. 06/11/2020. 0 hours during trading hours. 7) Gwendolyn Office Co-Investment LLC. Investment Related. Passive Income. 5.25% co-ownership with spouse in commercial office building in Chapel Hill, NC. Member. 05/23/2023. 0 hours during trading hours. 8) Grubb Real Estate Investment Co LLC. Investment Related. Passive Income. 0.12% co-ownership with spouse - Equity investment in Grubb Real Estate Investment Co LLC (management company). Member. 04/10/2023. 0 hours during trading hours. 9) Glen Lennox Phase One LLC. Investment Related. Passive Income. 0.40% ownership with spouse - passive Real Estate Investment in Chapel Hill NC. Member. 01/01/2019. 0 hours during trading hours. 10) GL Chapel Hill Fund LLC. Investment Related. Passive Income. 12.50% ownership with a spouse in passive real estate investment based in Chapel Hill NC. Member. 1/1/2017. 0 hours during trading hours.
CRS (Client Relationship Summary) - RIA
Click below to view Lawrence Francis Mcmanus JR.'s 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®
CFP®
Start date: 2009
Experience
Current
December 20, 2024 - Present
MODERN WEALTH MANAGEMENT, LLC
Office #1: 1525 East Franklin Street, Chapel Hill, NC 27514RIA
CRD#: 324624
CHAPEL HILL, NC
Past
May 30, 2019 - December 20, 2024
ADVISORY SERVICES NETWORK
RIA
CRD#: 146051
Chapel Hill, NC
Past
February 11, 2004 - May 31, 2019
TEAM WEALTH PLANNING AND MANAGEMENT, INC.
RIA
CRD#: 129807
CHAPEL HILL, NC
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 - (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
North Carolina(12/20/2024)
Exams
State Security Law Exam
General Industry/Product Exam
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 - (5/2/2023 Approved)Loading...
Contact information
Main Address
1712 Main Street Suite 400, Kansas City, MO 64108
Mailing Address
Phone number
(913) 393-1000
Established
Firm type
Fiscal year end
# of Employees
253
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 30,617 |
| AUM (Assets Under Management) | $ 10,904,051,242 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
MODERN WEALTH MANAGEMENT, LLC
CRD#: 324624Chapel Hill, NC 27514TRUST BUT VERIFY
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