Modern Financial
Modern Financial (CRD# 317409) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $19,692,703 in 271 accounts and serve the financial needs of clients across 4 states (or territories).
-
Total Assets Under Management20MILLION
-
Total Number of Accounts271ACCOUNTS
-
Average Account Value$72,667
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
![](/img/ws/firm-ria-sec-logo.png)
CO, NM, TX, VA
William Hammer (CRD# 4351231) is an Investment Advisor Representative working at Modern Financial in Colorado Springs, CO and has over 23 years of experience in the finance industry.
Shane Squibb (CRD# 2864264) is an Investment Advisor Representative working at Modern Financial in Colorado Springs, CO and has over 10 years of experience in the finance industry.
Shawn Watts (CRD# 7482630) is an Investment Advisor Representative working at Modern Financial in Colorado Springs, CO and has 1 year of experience in the finance industry.