Jack Knetter is a registered investment advisor at Modern Wealth LLC, based in Mosinee, WI, with 19 years of industry experience. Jack operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 130 clients with $22M 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 | 1.20% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fee Estimator
Location
Mosinee, WI
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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
Jack is involved in insurance sales, dedicating about 10-20% of his time, including time during trading hours. He is also a founding partner at Modern Wealth Insurance Services LLC, an agency handling life, disability, LTC, and annuities.
Employment History
Current Registrations
Modern Wealth LLC
Previous Registrations
Cape Securities INC.Broker
Terra Wealth
Primerica Advisors
PFS Investments INC.Broker
Fbl Marketing Services, LLCBroker
World Group Securities, INC.Broker
State Registrations2 states
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.