Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jeremiah J
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
Jeremiah Johnson is a financial advisor at Modern Wealth Management, LLC with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Purshe Kaplan Sterling Investments and Midwest Financial. Outside of advising, he is involved in farming as an owner/operator and serves as secretary of HAGGAI LODGE 369, as well as vice president of Lil Wildcat Education, a local daycare and education board. Modern Wealth Management provides investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm employs a centralized portfolio management model supported by an Investment Committee and offers services ranging from discretionary management to tax and estate planning, with a focus on incorporating third-party managers and risk-modeling tools.
Curt P
Series 65
Glidden, IA
Modern Wealth Management, LLC
Curt Pudenz is a Series 65-licensed advisor at Modern Wealth Management, LLC with one year of industry experience. His background includes roles in the agricultural sector and local education, including work with cattle companies and involvement in the Carroll Community School District. Modern Wealth Management, LLC is a multi-team SEC-registered investment adviser managing approximately $10.9 billion in assets. The firm offers a range of investment management, financial planning, and related services to individuals, high-net-worth clients, trusts, estates, and institutional clients through a centralized investment process and an acquisition-driven growth strategy.
Brian J
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
Brian Johnson is a financial advisor with Modern Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Johnson Midwest Financial LLC and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is involved in row crop farming with his wife in Glidden, Iowa. Modern Wealth Management provides comprehensive investment advisory and integrated planning services to a diverse client base, including individuals, trusts, retirement plans, and corporations. The firm uses a centralized portfolio management model supported by an Investment Committee and offers specialized services such as ERISA plan management and tax planning through affiliated entities.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters