Melissa M. Hassler

MODERN WEALTH MANAGEMENT

BOISE, ID 83702

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CRD#: 6840081

Professional summary

Melissa Mcmanigal Hassler, who also goes by Melissa Mcmanigal, is a registered financial advisor currently at MODERN WEALTH MANAGEMENT, LLC located in Boise, Idaho.

Melissa is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Melissa has worked at 5 firms and has passed the Series 65, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Melissa Mcmanigal

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.

1. Self-Employed Marketing Services as Melissa Hassler; Not investment related; Boise, Idaho; Marketing services; Principal; Start date: December 12, 2022; 10 HOURS PER MONTH OUTSIDE OF SECURITIES TRADING HOURS; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS; Duties: Marketing services that include writing, editing, creating graphics and promotional materials for entities outside of financial services

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Mcmanigal Hassler'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®

None

Experience

Current

October 18, 2024 - Present

MODERN WEALTH MANAGEMENT, LLC

Office #1: 1405 W Main Street, Boise, ID 83702

RIA

CRD#: 324624

BOISE, ID

Past

June 8, 2023 - November 12, 2024

PETSO FINANCIAL CONSULTANTS LLC

RIA

CRD#: 282032

BOISE, ID

Past

November 6, 2020 - August 24, 2021

ARBOR POINT ADVISORS

RIA

CRD#: 165127

BOISE, ID

Past

November 6, 2020 - August 24, 2021

SECURITIES AMERICA, INC.

CRD#: 10205

BOISE, ID

Past

October 1, 2020 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

CRD#: 3866

BOISE, ID

Past

September 11, 2018 - November 6, 2020

KMS FINANCIAL SERVICES, INC.

RIA

CRD#: 3866

BOISE, ID

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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

Idaho
(10/18/2024)

IAR

Texas
(10/18/2024)

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: 9/11/2018

Uniform Investment Adviser Law Examination

General Industry/Product Exam

Series 7TO

Date: 10/1/2020

General Securities Representative Examination

General Industry/Product Exam

SIE

Date: 6/6/2020

Securities Industry Essentials Examination

Current Firm

MODERN WEALTH MANAGEMENT, LLC

MODERN WEALTH MANAGEMENT, LLC | PUBLIC SAFETY FINANCIAL | PETSO FINANCIAL, A DIVISION OF MODERN WEALTH MANAGEMENT, LLC

CRD#: 324624 / SEC#: 801-127231

RIA

Registered Investment Advisory firm - (5/2/2023 Approved)

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Contact information

Main Address

13550 W 95th St., Lenexa, KS 66227

Mailing Address

Phone number

(913) 393-1000

Established

Firm type

Fiscal year end

# of Employees

150

SEC notice filing (52 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

MARCH 2025 ADV 2A (3/28/2025)

Regulatory assets under management

Total Number of Accounts	18,823
AUM (Assets Under Management)	$ 6,148,915,787

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.

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Advisor Monitoring

Firm Stability Insights

Melissa M. Hassler

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Melissa Mcmanigal Hassler's CRS (Customer Relationship Summary).

Certified licenses

Experience

PETSO FINANCIAL CONSULTANTS LLC

ARBOR POINT ADVISORS

SECURITIES AMERICA, INC.

KMS FINANCIAL SERVICES, INC.

KMS FINANCIAL SERVICES, INC.

Primary Firm SEC Registration

MODERN WEALTH MANAGEMENT, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 9/11/2018

Series 7TO

Date: 10/1/2020

SIE

Date: 6/6/2020

Current Firm

MODERN WEALTH MANAGEMENT, LLC

Contact information

SEC notice filing (52 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

MODERN WEALTH MANAGEMENT, LLC

TRUST BUT VERIFY

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