Glidden, IA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Modern Wealth Management, LLC
Multi-team
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About
Modern Wealth Management, LLC is a multi‑team SEC‑registered investment adviser that manages roughly $10.9 billion in assets through about 94 advisors, providing discretionary and non‑discretionary investment management, financial planning, and modular services for individuals, high‑net‑worth clients, trusts, estates, and employer‑sponsored retirement plans. The firm also offers tax, estate, and insurance‑related services through affiliated entities and maintains relationships with institutional clients, including banking and thrift institutions, and with plan participants through education and participant‑level advice.
Investment decisions are guided by a centralized Investment Committee and implemented by an Investment Management Team using model portfolios, third‑party money managers, and a mix of strategic allocation and tactical adjustments. MWM employs third‑party risk‑tolerance and scenario‑modeling tools and has disclosed use of automated or AI‑enabled workflow tools to support documentation and portfolio construction; it also manages held‑away accounts and variable annuity allocations where clients authorize access.
Distinctive operational features include an acquisition‑driven growth strategy with an integration process for onboarded advisers, a Public Safety Financial Division focused on municipal and public‑safety plan participants, and recent product additions such as a wrap fee program and a First Responder/Military fee discount. The firm discloses an affiliate ecosystem for tax, insurance, and estate‑funding services and an indirect minority ownership link between its private equity investor and a provider of certain ETFs, a potential conflict it documents in its disclosures.
Based on Modern Wealth Management, LLC
Expertise
Based on Modern Wealth Management, LLC
Occupation focus
Based on Modern Wealth Management, LLC
Demographic focus
Based on Modern Wealth Management, LLC
Location
706 Montana Street
Glidden IA 51443
Advisors at this office
3
Advisors at this office
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.
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