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Kade Messner | Financial Advisor

Profile img for Kade Messner, financial advisor at Modern Wealth Management
Troy, MI
Kade Messner
Financial Advisor
Lead Advisor at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
I began my financial career in 2017. Before transitioning into financial planning, I spent four years in corporate finance as a financial analyst for multiple publicly traded companies. In 2021, I made the switch to financial planning because it had always been my dream to work relationally with people and help them achieve their financial goals. I grew up in Metro Detroit and attended Oakland University, where I earned my degree in finance. Now, I live in Royal Oak, Michigan, with my wife, Danielle. Outside of work, Danielle and I serve as young adult directors at our church, where I have the privilege of preaching and teaching on Thursday nights to over 100 young adults. When I’m not guiding clients or leading young adults at church, I stay active by playing pickup basketball, golfing, pickleball, cardio training, and weightlifting. In addition to exercising my body, I constantly build my mind and financial expertise by reading books, staying up to date with The Wall Street Journal, and studying the latest advances in financial planning. As a competitor, I am always striving to serve my clients to the best of my abilities and ensure their comprehensive financial plan aligns with what matters most to them. I feel incredibly grateful to be in a position where I can help people financially, spiritually, emotionally, and physically. I never take for granted the responsibility and opportunity I have to make a meaningful impact on people’s lives.
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Specialties and Expertise

13
Alternative Investments
Cash Flow Analysis
Credit & Lending Needs
Equity Compensation
High Net Worth Planning
Portfolio Construction
Real Estate Investments
Retirement Income
Sports and Entertainment
Tax Minimization Investment Strategies
Trust Services
Ultra High Net Worth Planning
Wealth Accumulation and Preservation Strategies

Clientele

10
Building Industry Professionals
Business Owners
Corporate Executives
Dentists
Doctors
Entrepreneurs
High Net Worth Individuals
Surviving Spouses
Teachers
Ultra High Net Worth Individuals

Credentials and Designations

3
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Accredited Investment Fiduciary®

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Certified Financial Planner™

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Series 65 - Uniform Investment Adviser Law Exam

Education

1
Oakland UniversityFinanceYear Obtained: 2021
Quick Facts About Kade
Years of Experience:4 yearsMember since:2025Average Account Size:$500,000Number of clients:50

Services Provided

How I help my clients

Investment Management

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Tax Planning

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Estate Planning Strategies

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Financial Planning

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Pricing Models

AUM

Proof of License

SEC Profile
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Troy, MI
Kade Messner
Financial Advisor
Lead Advisor at
Modern Wealth Management
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Profile last updated: 02-13-2025