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Cole Allen Stein is a financial advisor professional located in Lenexa, KS. They specialize in financial advisory. With over 1 years of experience, they bring deep expertise to every client.
Cole Allen Stein - Modern Wealth Management, Llc holds an active professional license (FINRA CRD) for your protection.
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Cole Allen Stein operates Modern Wealth Management, LLC in Lenexa, Kansas. As a financial advisor, Stein has been in business for one year. The firm holds a FINRA CRD license number 7544619, which enables participation in the securities industry. Modern Wealth Management serves clients seeking financial advisory services in the Kansas area.
The FINRA CRD (Financial Industry Regulatory Authority Central Registration Depository) license indicates that Cole Allen Stein is registered with FINRA, the self-regulatory organization that oversees securities firms and brokers. This registration means the advisor operates under FINRA's rules and compliance framework, which govern conduct, disclosures, and customer protection standards in the securities industry. Clients can verify this registration and review any disciplinary history through FINRA's BrokerCheck system.