This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MODERN WEALTH MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

May 1, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S63

First exam

Aug 16, 1991

First registration

Nov 10, 2005

Dual registered

no

IAPD individual key

1317814

• Occurred

  Apr 29, 2025
  Advisor changed firm

  Morrie Wolbrum Reiff left Planned Asset Management for Independent Financial Group, Llc (registered 2010-05-04)

  Form ADVobserved 6 days ago
• Occurred

  Apr 29, 2025
  Advisor changed firm

  Morrie Wolbrum Reiff left Quantitative Strategies, Inc. for Planned Asset Management (registered 2010-02-08)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b106974c-da6d-b9a8-8dca-b1f564defc93

First observed

Nov 10, 2005

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.