Bryan P. Hasling

MODERN FINANCIAL PLANNING

GEORGETOWN, TX 78626

Some features on this profile are disabled

CRD#: 6360031

Professional summary

Bryan Patrick Hasling, CFP® is a registered financial advisor currently at MODERN FINANCIAL PLANNING located in Georgetown, Texas.

Bryan is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Bryan has worked at 3 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Bryan is a minority shareholder in Lodestar Private Asset Management, LLC, a Registered Investment Advisor. Lodestar is located at 3201 Danville Blvd, Suite 275, Alamo, CA 94507. Bryan was an employee at Lodestar from 06/2020 to 05/2023. He expects to sell his stake in the business by 12/31/2023. Other than a minority ownership stake, Bryan is not involved in the business in any way and allocates 0 hours per month.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Patrick Hasling's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2016

Experience

Current

June 6, 2023 - Present

MODERN FINANCIAL PLANNING

Office #1: 501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626

RIA

CRD#: 297193

GEORGETOWN, TX

Past

June 24, 2020 - June 5, 2023

LODESTAR PRIVATE ASSET MANAGEMENT LLC

RIA

CRD#: 107638

ALAMO, CA

Past

March 13, 2015 - June 19, 2020

JW HARRISON FINANCIAL, INC.

RIA

CRD#: 156845

WALNUT CREEK, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

California
(6/6/2023)

IAR

Texas
(6/6/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/13/2015

Uniform Investment Adviser Law Examination

Current Firm

MODERN FINANCIAL PLANNING

MODERN FINANCIAL PLANNING | MODERN FINANCIAL PLANNING, LLC

CRD#: 297193 / SEC#: 801-134822

California

Registered Investment Advisory firm - (6/14/2018 Approved)

Texas

Registered Investment Advisory firm - (11/9/2023 Approved)

Upgrade to AdvisorCheck Premium

Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.

Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address

501 South Austin Avenue Suite 1220-312, Georgetown, TX 78626

Mailing Address

Phone number

(510) 519-7009

Established

Firm type

Fiscal year end

# of Employees

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

FORM ADV PART 2A (10/24/2025)

Regulatory assets under management

Total Number of Accounts	300
AUM (Assets Under Management)	$ 110,000,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Similar Advisors

Matthew Borowitz

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC

MILWAUKEE, WI

Edward Long

MORGAN STANLEY

IAR

Newbury, NH

Sean Leonard

LPL FINANCIAL LLC

IAR

Hurst, TX

Why Advisor Check

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Bryan P. Hasling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Bryan Patrick Hasling's CRS (Customer Relationship Summary).

Certified licenses

Experience

MODERN FINANCIAL PLANNING

LODESTAR PRIVATE ASSET MANAGEMENT LLC

JW HARRISON FINANCIAL, INC.

State Registrations and Notice Filings

Exams

Series 65

Date: 3/13/2015

Current Firm

MODERN FINANCIAL PLANNING

Contact information

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN FINANCIAL PLANNING

TRUST BUT VERIFY

Similar Advisors