Modern Asset Management LLC

Modern Asset Management LLC (CRD# 128768) is a financial advisory firm headquartered in Columbus, NE. They manage $24,847,043 in 248 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details

1365 24th Avenue, Suite 100, Columbus, NE 68601

http://www.nebcpa.com

By the Numbers

Total Assets Under Management

25

MILLION
Total Number of Accounts

248

ACCOUNTS
Average Account Value

$100,190

Compensation Options

A percentage of assets under your management

Advisory Services Offered

Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers (including private fund managers)

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

NE, TX

Financial Advisors at Modern Asset Management LLC

Showing 1 - 2 of 2 top financial advisors.

Jordan A. Mueller

CRD#: 6428573

1365 24th Avenue, Suite 100, Columbus, NE 68601

Jordan Mueller (CRD# 6428573) is an Investment Advisor Representative working at Modern Asset Management LLC in Columbus, NE and has over 9 years of experience in the finance industry.

Jan P. Schmeits

CRD#: 4722724

2204 14th Street, Po Box 1065, Columbus, NE 68601

Jan Schmeits (CRD# 4722724) is an Investment Advisor Representative working at Modern Asset Management LLC in Columbus, NE and has over 24 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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