DFX Intelligence

Data Factory

RIA / WealthAdvisor22 years in industry

CRAIG JAMES SNEDDEN

Advisor at MODERN WEALTH MANAGEMENT, LLC

KANSAS CITY, MO

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f2b771a3-1e24-b0ce-5a06-9a40586f0e74

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Jan 28, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 30, 2004earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66|S63
First exam: Apr 30, 2004
First registration: Jan 28, 2008
Dual registered: no
IAPD individual key: 4420136

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MODERN WEALTH MANAGEMENT, LLC	Independent wealth	Apr 26, 2023	n/a	yes	KANSAS CITY, MO	Current employment
BARBER FINANCIAL GROUP	Former SEC adviser	Apr 13, 2016	Dec 7, 2023	no	LENEXA, KS	Previous registration
CREATIVEONE SECURITIES, LLC	Bd affiliated wealth	Aug 3, 2011	Feb 9, 2016	no	OVERLAND PARK, KS\|Overland Park, KS\|KANSAS CITY, MO\|KANSAS CITY, MO\|KANSAS CITY, MO	Previous registration
INVESTMENT ADVISORS CORP	Former SEC adviser	Sep 3, 2009	Aug 3, 2011	no	OVERLAND PARK, KS	Previous registration
VSR ADVISORY SERVICES	Former SEC adviser	Jan 28, 2008	Aug 21, 2009	no	PRAIRIE VILLAGE, KS\|OVERLAND PARK, KS\|OVERLAND PARK, KS\|PRAIRIE VILLAGE, KS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
BARBER FINANCIAL GROUP	MODERN WEALTH MANAGEMENT, LLC	Dec 7, 2023	Apr 26, 2023	-225	Firm change after gap	RIA to RIA
CREATIVEONE SECURITIES, LLC	BARBER FINANCIAL GROUP	Feb 9, 2016	Apr 13, 2016	64	Firm change	Other
INVESTMENT ADVISORS CORP	CREATIVEONE SECURITIES, LLC	Aug 3, 2011	Aug 3, 2011	0	Firm change	Other
VSR ADVISORY SERVICES	INVESTMENT ADVISORS CORP	Aug 21, 2009	Sep 3, 2009	13	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
152043:324624:KS:2023-12-07	Dec 7, 2023	Apr 26, 2023	LENEXA, KS	Firm change after gap

Relationships

Registered with (5)

→ MODERN WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 26, 2023 to presentfactForm ADV
→ BARBER FINANCIAL GROUPRegistered adviserregistration: previous registration
Apr 13, 2016 to Dec 7, 2023factForm ADV
→ CREATIVEONE SECURITIES, LLCRegistered adviserregistration: previous registration
Aug 3, 2011 to Feb 9, 2016factForm ADV
→ INVESTMENT ADVISORS CORPRegistered adviserregistration: previous registration
Sep 3, 2009 to Aug 3, 2011factForm ADV
→ VSR ADVISORY SERVICESRegistered adviserregistration: previous registration
Jan 28, 2008 to Aug 21, 2009factForm ADV

Dated events

Occurred
Dec 7, 2023
Advisor changed firm
Craig James Snedden left Barber Financial Group for Modern Wealth Management, Llc (registered 2023-04-26)
Form ADVobserved 5 days ago