Jack Knutson
Advisor at Modern Wealth Management, LLC — Kansas City, MO
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 66
Experience Industry experience
3 years
Location
Kansas City, MO 64108
Modern Wealth Management, LLC
Multi-team
Jack Knutson is a CFP® and Series 66-licensed advisor with three years of industry experience. He is currently with Modern Wealth Management, LLC and has prior experience at Northwestern Mutual Wealth Management Company, Merrill, and Bank of America. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm serves individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans, offering discretionary and non-discretionary investment management alongside financial planning and modular services.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Flat fees for estate planning document preparation and funding services, ranging from $500 to $15,000
$0 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000 - $2,999,999: 1.00% $3,000,000 - $4,999,999: 0.75% $5,000,000 - $9,999,999: 0.65% $10,000,000+: 0.55%
Financial planning fee ranges from $2,500 to $10,000 for standalone plans
Account minimum: $250,000
Kansas City, MO
1712 Main Street, Suite 400
Kansas City MO 64108
Advisors at this office
16
Kansas · Missouri · Texas
3 years of industry experience
Modern Wealth Management, LLC
2025 - Present • 1 year
Lenexa, KS
Northwestern Mutual Wealth Management Company
2024 - 2025 • 1 year
Milwaukee, WI
John Black
2024 - 2025 • 1 year
Leawood, KS
Northwestern Mutual Investment Services LLC
2024 - 2025 • 1 year
Leawood, KS
John Black
2024 - 2024 • 1 year
Leawood, KS
Bank of America N.A.
2022 - 2023 • 1 year
Leawood, KS
Merrill
2021 - 2023 • 2 years
Leawood, KS
Ups
2017 - 2018 • 1 year
Overland Park, KS
Freedom Bank
2017 - 2021 • 4 years
Overland Park, KS
University of Kansas
2017 - 2020 • 3 years
Lawrence, KS
Johnson County Community College
2014 - 2020 • 6 years
Overland Park, KS
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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