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Bruce Godke

Modern Wealth Management, LLC
27 Years of Experience
Kansas City, MO
4 DisclosuresSells Insurance
View SEC Summary
View SEC Summary

Bruce Godke is a registered investment advisor at Modern Wealth Management, LLC, based in Kansas City, MO, with 27 years of industry experience. Bruce operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 11,934 clients with $11B in assets under management.

Modern Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
155 advisors
Number of Clients
11,934 clients
Average Client Portfolio
$914K average
Assets Under Management
$10.9B

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.50%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.75%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are negotiable. Eligible first responder and military households receive a discounted rate of 1.25% on the first tier ($0-$499,999).

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1712 Main Street, Suite 400, Kansas City, MO, 64108

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History

Regulatory History (4)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2020
Settled
Customer Dispute
August 2019
Closed-No Action
Customer Dispute
March 2019
Denied
Customer Dispute
December 2008
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Bruce is the President/Admin of The Godke Group, a Partner/Admin at Legacy Management, LLC, and an Executive Advisor at Modern Wealth Management, LLC (full-time). He is also an independent insurance agent selling life insurance and other products, and a Managing Member at BFG Advisors Group, LLC.

Employment History
Current Registrations
Modern Wealth Management, LLC
April 2023 - Present · 3 yrs 6 mos
Previous Registrations
Mutual Securities, INC.Broker
August 2016 - December 2024 · 8 yrs 4 mos
Barber Financial Group
January 2011 - December 2023 · 12 yrs 11 mos
National Planning Corporation ("npc of America" in Fl & Ny)
May 2007 - August 2016 · 9 yrs 3 mos
National Planning CorporationBroker
April 2007 - August 2016 · 9 yrs 4 mos
Ing Financial Partners, INC
November 2005 - April 2007 · 1 yr 5 mos
Ing Financial Partners, INC.Broker
July 2005 - April 2007 · 1 yr 9 mos
Metlife Securities INC.Broker
September 1987 - March 1994 · 6 yrs 6 mos
Metropolitan Life Insurance CompanyBroker
September 1987 - March 1994 · 6 yrs 6 mos
State Registrations3 states
KSMOTX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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