Wayne Robinson

MODERN WEALTH MANAGEMENT

Lenexa, KS 66227

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CRD#: 4948854

Professional summary

Wayne Robinson, AIF® is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Lenexa, Kansas.

Wayne is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Wayne has worked at 7 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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.

BARBER FINANCIAL GROUP RIA, 13550 W 95TH ST LENEXA KS 66215, ADVISOR ASSISTANT, 1/8/2015, 80 HOURS TOTAL, 80 DURING TRADING HOURS, IAR.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Robinson'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

Experience

Current

April 26, 2023 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 13550 W 95th St., Lenexa, KS 66227

RIA

CRD#: 324624

Lenexa, KS

Past

March 3, 2015 - December 7, 2023

BARBER FINANCIAL GROUP

RIA

CRD#: 152043

LENEXA, KS

Past

January 15, 2015 - August 26, 2016

NATIONAL PLANNING CORPORATION

CRD#: 29604

LENEXA, KS

Past

April 17, 2012 - January 13, 2015

ALLIANZ LIFE FINANCIAL SERVICES, LLC

CRD#: 612

MINNEAPOLIS, MN

Past

July 29, 2009 - December 31, 2011

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

CRD#: 5496

WELLESLEY HILLS, MA

Past

January 24, 2007 - March 13, 2009

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

May 3, 2005 - December 4, 2006

COREBRIDGE CAPITAL SERVICES, INC.

CRD#: 13158

JERSEY CITY, 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

IAR

Series 66

Date: 3/3/2015

Uniform Combined State Law Examination

State Security Law Exam

Series 63

Date: 5/9/2005

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 8/26/2016

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 12/10/2014

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 5/2/2005

Investment Company Products/Variable Contracts 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.

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Advisor Monitoring

Firm Stability Insights

Wayne Robinson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Wayne Robinson's CRS (Customer Relationship Summary).

Certified licenses

Experience

BARBER FINANCIAL GROUP

NATIONAL PLANNING CORPORATION

ALLIANZ LIFE FINANCIAL SERVICES, LLC

SUN LIFE FINANCIAL DISTRIBUTORS, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

COREBRIDGE CAPITAL SERVICES, INC.

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 3/3/2015

Series 63

Date: 5/9/2005

SIE

Date: 8/26/2016

Series 7

Date: 12/10/2014

Series 6

Date: 5/2/2005

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

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