Risdan Kasper
Risdan Kasper is a CFP-designated registered investment advisor at Modern Wealth Management, LLC, based in Lees Summit, MO, with 42 years of industry experience. Risdan 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
211A NW Executive Way, Lees Summit, MO, 64063
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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
Risdan co-hosts a weekly wealth management radio show and owns the Lee's Summit location of Barber Financial Group, where he provides financial advising services. He also works as an investment advisor for Barber Financial Group (ORIA) and is a marketing representative for America's Wealth Management Group, in addition to being a part owner of Life Strategies Analytics and an insurance agent selling fixed and life insurance.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Barber Financial Group
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Securities America Advisors, INC.
Financial Security Investment Advisors, INC.
Securities America, INC.Broker
George K. Baum & CompanyBroker
George K. Baum & CompanyBroker
Painewebber IncorporatedBroker
State Registrations2 states
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