Modern Wealth Management
46yrs
Top advisor by experience in Kansas City
28yrs
Magdalena Eberhardt
Financial advisor at Modern Wealth Management
Magdalena Eberhardt is a fiduciary financial advisor in Kansas City, Missouri, with 28 years in the industry. Magdalena joined Modern Wealth Management in 2025, after two years at Cetera Advisors and a year at The Planning Group. Modern Wealth Management offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets, hourly fees, and flat fees.
One of 540 advisors with offices in Kansas City, and one of 490 fiduciaries.
At a glance
Experience28 years (since 1999)
How that compares ?Top 16% by experience at Modern Wealth Management
Office1712 Main Street Suite 400, Kansas City, MO 64108
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$832,068
Advisors at the firm148
States licensed ?1 state
Services through Modern Wealth Management
Financial planningInvestment management for individuals and small businessesChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Aug 2025 – nowModern Wealth Management, LLCCurrent firm
- 2008 – nowPublic Safety Financial/gallowayCurrent
- Sep 2006 – Jun 2008Cetera Advisors LLCPreviously
- Jul 2005 – May 2006The Planning GroupPreviously
- Jul 2005 – May 2006Strategic Investment AdvisorsPreviously
Questions to ask Magdalena
Tailored to Magdalena’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Magdalena
How do I contact Magdalena?
Call Modern Wealth Management at (913) 393-1000 and ask for Magdalena Eberhardt. Magdalena works from the Kansas City, MO office.
How long has Magdalena been a financial advisor?
Magdalena has been in the industry since 1999, about 28 years. Top 16% by experience at Modern Wealth Management.
What licenses does Magdalena hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Magdalena a fiduciary?
Magdalena is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Magdalena paid?
Modern Wealth Management reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Magdalena for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Stifel, Nicolaus & Company
46yrs
Top 1% by experience in Kansas City
Merrill
46yrs
Top 1% by experience in Missouri
Mader & Shannon Wealth Management
46yrs
Top advisor by experience at Mader & Shannon Wealth Management
UBS Financial Services
46yrs
Top 1% by experience nationwide
Osaic Wealth
45yrs
Top 1% by experience nationwide