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Paladin Research Report For:

David Jackson

Modern Horizons Wealth Advisors

CFP®CMFC®
1900 W 47th Pl
Suite 320
Shawnee Mission, KS 66205
816-548-4155
Visit Website
https://www.mhwealthkc.com/

About David Jackson

Modern Horizons helps you seek to grow your wealth while reaching your dreams. By combining decades of wealth management knowledge with our diverse staff, we use our shared experiences to provide guidance for your financial wellbeing. Discover how we can personalize strategies for you.

Whether you're preparing for retirement or are in the early stages of building your wealth, we can provide assistance in four key service areas: Investments, Financial Planning, Insurance, and Employee Retirement Plans

See Disclosures

General Information

Firm Start Year
  • 2019
No. of Employees
  • 2-4

Compliance

Qualifications & Membership

Compensation and Fees

Education

Bachelor of Arts - Business Administration
  • Sioux Falls
    9/1/1973 -12/27/1977
Bachelor of Arts - Business Administration
  • Sioux Falls
    9/1/1973 -12/27/1978

Disclosures

PaladinRegistry.com provides referrals to financial professionals of LPL Financial, LLC (LPL). PaladinRegistry.com is not a current client of LPL for brokerage or advisory services. Financial professionals of LPL pay PaladinRegistry.com cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.


LPL ADV 2A

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/A58.pdf

Additional Detailed Disclosures

https://www.lpl.com/content/dam/lpl-www/documents/disclosures/wiseradvisor/wiseradvisor-lpl-detailed-disclosures.pdf

Disclaimer

Securities and advisory services offered through LPL Financial, a registered investment advisor, Member FINRA/SIPC. The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state

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Paladin Advisors

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Connect with us

  • Office Address
    12150 Monument Drive, Suite 700
    Fairfax, VA, 22033
  • Telephones
    Tel: 703-651-2060
    Fax: 703-259-4487
  • Social Networks

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