Kenneth Watten
Kenneth Watten is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 22 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,716 clients with $6.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Location
13550 W 95th St., Lenexa, KS, 66227
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth owns and manages Driggs Ranch Rental Property, dedicating minimal time. He also owns Cogent Insurance Solutions, a fixed insurance sales company, and spends a few hours per week on insurance sales and consulting. Kenneth is also a managing member of KDWH Properties, LLC, a real estate purchase LLC, spending minimal time.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Mutual Securities, INC.Broker
Kaye Capital Management
Afp Advisory Services INC
Royal Alliance Associates, INC.Broker
State Registrations1 state
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.