Bruce Godke
Bruce Godke is a registered investment advisor at Modern Wealth Management, LLC, based in Lenexa, KS, with 27 years of industry experience. Bruce 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
13550 W 95th St., Lenexa, KS, 66227
Get directionsHistory
Regulatory History (4)
Customer Dispute
March 2020Customer Dispute
August 2019Customer Dispute
March 2019Customer Dispute
December 2008Other Business ActivitiesSells Insurance
Bruce is the President/Admin of The Godke Group, a Partner/Admin at Legacy Management, LLC, and an Executive Advisor at Modern Wealth Management, LLC (full-time). He is also an independent insurance agent selling life insurance and other products, and a Managing Member at BFG Advisors Group, LLC.
Employment History
Current Registrations
Modern Wealth Management, LLC
Previous Registrations
Mutual Securities, INC.Broker
Barber Financial Group
National Planning Corporation ("npc of America" in Fl & Ny)
National Planning CorporationBroker
Ing Financial Partners, INC
Ing Financial Partners, INC.Broker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations3 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.