Adfi_logo

Chris Rett | Financial Advisor

Profile img for Chris Rett, financial advisor at Modern Wealth Management
Lenexa, KS
Chris Rett
Financial Advisor
Financial Advisor at
Modern Wealth Management

Verified Identity

Important Disclosures

Allow Me to Introduce Myself
My wife, Christina, and I have a mini-Australian Shepherd, Hootie, who we adore. We are both big dog lovers and hope to start a family soon. I came from a big family, so family is a huge part of who I am and means a lot to me. I grew up in a blue-collar town in Michigan and was raised by hard-working parents. I credit that experience with instilling the work ethic I have and always treating everyone with respect. You never know what someone's situation is. Most importantly, they taught me to always be honest and do the right thing. That has served me well in my career and throughout my life. My dad has always been in customer service and that has really help shaped how I help clients and prospective clients. I focus on providing the best possible service to clients by genuinely caring about them and helping them pursue their financial goals. My sisters and many members of my mom's side of the family have careers in education, so there is definitely a passion to want to help teach anyone wanting to learn more about finance. When I am not working, I enjoy reading, golfing, watching sports, and spending time with friends. Since meeting my wife, we have really developed a joy for hiking and exploring nature. It is a great way to unplug, be present, and spend intentional time together. Last but not least, I am a people person. I have always enjoyed working with people—getting to know them, what they like, and how they think. I am fortunate that I work in a field where that is part of the job.
More

Specialties and Expertise

8
Alternative Investments
Endowments & Charities
High Net Worth Planning
Real Estate Investments
Retirement Income
Succession Planning
Tax Minimization Investment Strategies
Wealth Accumulation and Preservation Strategies

Clientele

8
Business Owners
Doctors
Partners at Law Firms
Retirees
Surviving Spouses
Teachers
Veterans & Active Duty Military
Wealthy Families

Credentials and Designations

2
credentialsImg

Accredited Investment Fiduciary®

credentialsImg

Certified Financial Planner™

Education

1
Michigan State UniversityEconomicsYear Obtained: 2012
Quick Facts About Chris
Years of Experience:12 yearsMember since:2025Average Account Size:$800,000Number of clients:120

Services Provided

How I help my clients

Investment Management

service_img
More

Tax Planning

service_img
More

Estate Planning Strategies

service_img
More

Financial Planning

service_img
More

Pricing Models

AUM

Proof of License

SEC Profile
profile_picture
Lenexa, KS
Chris Rett
Financial Advisor
Financial Advisor at
Modern Wealth Management
AdvisorFinder Disclosure
To maintain a verified listing on this Website, a financial firm or financial professional must pay a subscription fee to AdvisorFinder (please click here for details). AdvisorFinder is not a client of any firm or advisor listed on this Website (advisors are subject to this agreement). Fees are not specifically payable in consideration of any "endorsement". AdvisorFinder search results are conferred based on standardized and automated factors without regard to any financial firm compensation to AdvisorFinder. However, the compensation paid by a financial firm or financial professional to AdvisorFinder creates a material conflict of interest of which prospective clients of a financial firm should be aware.
Advisor Disclosure
Under applicable SEC rules, AdvisorFinder may be considered a paid, non-client endorser or promoter of Modern Wealth Management, LLC (“MWM”). MWM pays an upfront periodic subscription fee for a presence on AdvisorFinder’s platform, creating a material conflict of interest. AdvisorFinder’s annual fee is $8,000 and is payable, regardless of whether you or any other person become a client of MWM. These fees are not passed on to you. You can choose other investment firms and are not obligated to work with MWM. If you hire MWM, you will enter into an agreement directly with us. AdvisorFinder is not affiliated with MWM and cannot provide investment advice or bind MWM. An agreement with MWM only becomes effective upon our acceptance.
Profile last updated: 02-28-2025