Advisor at Modern Wealth Management, LLC
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Firm
Modern Wealth Management, LLC
Location
Glidden, IA 51443
Credentials
Series 63, Series 65
Industry experience
12 years
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.
Based on Modern Wealth Management, LLC
Based on Modern Wealth Management, LLC
Estate plan funding services fees range from $500 to $15,000; some planning services may be flat fees
$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%
Account minimum: $250,000 Fee-only: Financial planning fees range from $2,500 to $10,000 for standalone plans; modular planning fees offered; tax planning fees negotiated separately; estate planning fees may be flat fees or hourly with third parties
706 Montana Street
Glidden, IA 51443
Iowa · Texas
Modern Wealth Management
2023 - Present (3 years)
Purshe Kaplan Sterling Investments
2015 - 2023 (8 years)
Midwest Financial
2014 - 2023 (9 years)
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.
Series 65
Carroll, IA
True Wealth, LLC
Series 63, Series 65
Carroll, IA
True Wealth Nation
CFP®, PFS™, Series 63
Carroll, IA
True Wealth Nation
CFP®, Series 65
Carroll, IA
True Wealth Nation
Series 63, Series 65
Glidden, IA
Modern Wealth Management, LLC
Series 63, Series 66
Carroll, IA
Valic Financial Advisors
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