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).

Current Firm Details
6208 Lehman Dr, Suite 230, Colorado Springs, CO 80918
https://www.linkedin.com/company/modernfinancial/
By the Numbers
  • Total Assets Under Management
    20
    MILLION
  • Total Number of Accounts
    271
    ACCOUNTS
  • Average Account Value
    $72,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, NM, TX, VA

Financial Advisors at Modern Financial
Showing 1 - 3 of 3 top financial advisors.
1
William Hammer, financial advisor Colorado Springs CO
William A. Hammer
CRD#: 4351231
6208 Lehman Dr, Suite 230, Colorado Springs, CO 80918

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.

2
Shane Squibb, financial advisor Colorado Springs CO
Shane A. Squibb
CRD#: 2864264
6208 Lehman Dr, Suite 230, Colorado Springs, CO 80918

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.

3
Shawn Watts, financial advisor Colorado Springs CO
Shawn A. Watts
CRD#: 7482630
6208 Lehman Dr, Suite 230, Colorado Springs, CO 80918

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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