Kelley J. Belmonte

MODERN WEALTH MANAGEMENT

MESA, AZ 85201

Some features on this profile are disabled

CRD#: 6276822

Professional summary

Kelley Jo Belmonte, who also goes by Kelley Jo Grady, Kelley Jo Hiltunen, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Mesa, Arizona.

Kelley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Kelley has worked at 5 firms and has passed the Series 66, Series 7TO and SIE exams.

At a Glance

Always Fiduciary

Aliases

Kelley Jo Grady | Kelley Jo Hiltunen

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) Rental property. Investment related. 16352 E. Arrow Dr., Fountain Hills AZ 85268. Start date: 11/2012. Owner of condo and occasionally rent to friends and family.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelley Jo Belmonte'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®

None

Experience

Current

August 3, 2026 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 1138 N Alma School Rd Suite 201, Mesa, AZ 85201

RIA

CRD#: 324624

MESA, AZ

Past

October 1, 2024 - June 4, 2026

SUMMIT FINANCIAL, LLC

RIA

CRD#: 299322

Arlington Heights, IL

Past

January 20, 2023 - April 24, 2025

MIDWAY WEALTH PARTNERS, LLC

RIA

CRD#: 323770

ARLINGTON HEIGHTS, IL

Past

October 7, 2021 - October 2, 2024

WORLD EQUITY GROUP, INC.

RIA

CRD#: 29087

SCHAUMBURG, IL

Past

October 7, 2021 - June 4, 2026

WORLD EQUITY GROUP, INC.

CRD#: 29087

SCHAUMBURG, IL

Past

September 12, 2020 - November 1, 2021

MORGAN STANLEY

RIA

CRD#: 149777

Barrington, IL

Past

December 11, 2019 - November 1, 2021

MORGAN STANLEY

CRD#: 149777

Barrington, IL

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 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

Arizona
(8/3/2026)

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.

Exams

State Security Law Exam

IAR

Series 66

Date: 9/12/2020

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7TO

Date: 12/11/2019

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 2/11/2019

Securities Industry Essentials Examination

Current Firm

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MODERN WEALTH MANAGEMENT WRAP FEE BROCHURE (3/20/2026)

MARCH 2026 ADV 2A (3/20/2026)

Regulatory assets under management

Total Number of Accounts	30,617
AUM (Assets Under Management)	$ 10,904,051,242

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.

Similar Advisors

Joseph Di Vito

RBC CAPITAL MARKETS, LLC

IAR

Scottsdale, AZ

Timothy Hughes

AMERIPRISE FINANCIAL SERVICES, LLC

IAR

Scottsdale, AZ

Julie Danapilis

CETERA INVESTMENT SERVICES LLC

ST. CLOUD, MN

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Kelley J. Belmonte

Professional summary

At a Glance

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Kelley Jo Belmonte's CRS (Customer Relationship Summary).

Certified licenses

Experience

SUMMIT FINANCIAL, LLC

MIDWAY WEALTH PARTNERS, LLC

WORLD EQUITY GROUP, INC.

WORLD EQUITY GROUP, INC.

MORGAN STANLEY

MORGAN STANLEY

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/12/2020

Series 7TO

Date: 12/11/2019

SIE

Date: 2/11/2019

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

Similar Advisors