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Logan James Degraeve

Investment Adviser Representative at Modern Wealth Management, LLC

Kansas City, MOCRD #6202417Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
Exams Passed
3

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Logan James Degraeve is an investment adviser representative with Modern Wealth Management, LLC in Kansas City, MO, where they have been registered since 2023. They have worked in the securities industry since 2015 and have been registered with 3 firms, including Barber Financial Group and National Planning Corporation ("NPC of America" in FL & NY). They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Kansas.

Office

1712 Main Street, Suite 400
Kansas City, MO 64108

Advisors at this office: 13

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 16, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Kansas

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/20/2015
SIE
Securities Industry Essentials Examination
Passed 8/29/2016
Series 7
General Securities Representative Examination
Passed 8/27/2015

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Modern Wealth Management, LLCCurrent
4/26/2023 – Kansas City, MO
Barber Financial Group
10/20/2015 – 12/7/2023Lenexa, KS
National Planning Corporation ("NPC OF America" IN FL & NY)
12/7/2015 – 8/29/2016Lenexa, KS

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Barber Financial Group
    Jan 2015 – no end date reportedLenexa, KS
  2. Modern Wealth Management, LLC
    Apr 2023 – no end date reportedLenexa, KS

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Modern Wealth Management, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $499,9991.50%
  • $500,000 to $999,9991.25%
  • $1,000,000 to $2,999,9991.00%
  • $3,000,000 to $4,999,9990.75%

+2 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesSelection of Other AdvisersPeriodicals and NewslettersEducational Seminars and Workshops

Client types the firm serves

IndividualsHigh Net WorthBanking or Thrift InstitutionsPension/Profit SharingCharitable OrganizationsCorporations

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
134
Offices listed on AdvisorFinder:
14
Main office:
Kansas City, MO
SEC file number:
801-127231

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 2, 2026

View full firm profile

Other advisors at Modern Wealth Management, LLC

Showing 12 of 134 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Logan James Degraeve has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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