Marie E. Thomasson
MODERN ASSETS
Hawthorne, CA
Some features on this profile are disabled
CRD#: 6724246
Professional summary
Marie Elizabeth Thomasson, CFP® is a registered financial advisor currently at MODERN ASSETS, LLC located in Hawthorne, California.
Marie is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Marie has worked at 2 firms and has passed the Series 65 exam.
Biography
I work with women who want more. More for themselves. More for their friends and family. More for the planet and all the people who inhabit it. Because I want more for my clients, myself, my community, and especially for my sons and the world they’ll inherit.
I started this journey with a prestigious internship in asset management at TCW after studying Applied Mathematics at UCLA. It turned into 13 long years, overseeing over six billion dollars in bonds for pension funds, institutions, and banks. The experience left me with a deep skillset, and a deeper longing to be free of an industry saturated in privilege, misogyny, and self-interest.
I don’t blindly take orders that I know will harm more than it will help. I’m not the person who will identify the CPA who will help you pay zero taxes or help the fabulously rich get richer with no deeper motivation than their own self-interest. I believe that healthcare and education should not be tied to a profit motive and that deregulation has harmed more than it’s helped.
If you don’t like my politics, you won’t understand my economics. You won’t get investing that considers collective well-being in tandem with personal profit. You won’t accept a little less market return for yourself so that those without the privilege of being a shareholder don’t suffer for our self-interest.
I’m outspoken and opinionated. I’m a fiduciary for my clients, but also consider me a friend and fiduciary of our planet earth, of social justice, and good governance.
So here I am, working to change our reality in the way that I know best — one powerful woman at a time.
Schedule a complimentary call today.
Question & Answer
What are your service offerings?
Comprehensive Financial Planni...
Socially Responsible Investing
Retirement Planning
Investment Planning
Do you have an area of expertise or specialization?
Socially Responsible Investmen...
Women's Financial Planning Iss...
What is your minimum asset requirement?
500K
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.
Microsoft | Non-Investment Related | 1109 N. 36th Street, Suite D, Seattle, WA 98103 | Technology Products and Services | Data Analyst | 04/2022 | FTE | 60-100 hours during trading hours | Data analytics, storytelling and communications
CRS (Client Relationship Summary) - RIA
Click below to view Marie Elizabeth Thomasson's 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®
Start date: 2018
Experience
Current
October 9, 2019 - Present
MODERN ASSETS, LLC
RIA
CRD#: 285269
Hawthorne, CA
Past
August 1, 2018 - January 14, 2020
AEQUITAS WEALTH MANAGEMENT, LLC
RIA
CRD#: 135893
LOS ANGELES, CA
Past
December 13, 2016 - September 16, 2018
MODERN ASSETS, LLC
RIA
CRD#: 285269
LOS ANGELES, 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(10/9/2019)
Current Firm
MA
MODERN ASSETS, LLC
MODERN ASSETS, LLC | THOMASSON, MARIE ELIZABETH
CRD#: 285269 / SEC#:
California
Registered Investment Advisory firm - (10/9/2019 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
Hawthorne, CA
Mailing Address
3415 S. Sepulveda Blvd Suite 1100, Los Angeles, CA 90034
Phone number
(424) 278-0732
Established
Firm type
Fiscal year end
# of Employees
1
Regulatory assets under management
| Total Number of Accounts | 45 |
| AUM (Assets Under Management) | $ 6,724,923 |
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.
