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MICHAEL NOLAN JILLSON
MICHAEL N JILLSON
CRD#: 6372624
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Investment Adviser
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Previous Broker
MODERN WEALTH MANAGEMENT, LLCCRD#: 324624 1405 W. MAIN STREET
BOISE, ID 83702
Registration History
201520162017201820192020202120222023202420252026IAMODERN WEALTH MANAGEMENT, LLC (CRD# 324624)2024 - Present (<1 year)BCETERA ADVISOR NETWORKS LLC (CRD# 13572)2018 - 2021 (2 years)BGWFS EQUITIES, INC. (CRD# 13109)2015 - 2018 (2 years)IAPETSO FINANCIAL CONSULTANTS LLC (CRD# 282032)2021 - 2024 (3 years)IACETERA ADVISOR NETWORKS LLC (CRD# 13572)2021 - 2021 (<1 year)
License(s)

State Registrations

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Idaho 10/20/2024

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Texas 10/20/2024

Current Registration(s)
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MODERN WEALTH MANAGEMENT, LLC (CRD#:324624)
1405 W. MAIN STREET, BOISE, ID 83702
Registered with this firm since 10/20/2024

Previous Registration(s)
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06/15/2021 - 11/12/2024 PETSO FINANCIAL CONSULTANTS LLC (CRD#:282032) BOISE, ID
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01/07/2021 - 05/03/2021 CETERA ADVISOR NETWORKS LLC (CRD#:13572) LAKEWOOD, CO
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12/06/2018 - 05/03/2021 CETERA ADVISOR NETWORKS LLC (CRD#:13572) LAKEWOOD, CO
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08/17/2015 - 05/15/2018 GWFS EQUITIES, INC. (CRD#:13109) GREENWOOD VILLAGE, CO
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Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
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Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.