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Jack K
Series 63, Series 65
Mosinee, WI
Modern Wealth LLC
Jack Knetter is a financial advisor with Modern Wealth LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Cape Securities, Terra Wealth Management, Thompson Financial Group, and Primerica. He is also a founding partner of Modern Wealth Insurance Services LLC, an insurance agency specializing in life, disability, long-term care, and annuities. Modern Wealth LLC provides discretionary portfolio management, financial planning, and pension/401(k) consulting for individuals, high-net-worth clients, business entities, and employee benefit plans. The firm uses a blend of fundamental analysis and modern portfolio theory, focusing on ETF- and mutual fund-based allocations with a long-term trading horizon.
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