Glidden, IA Office

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 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 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.