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Melissa McManigal Hassler
Melissa McManigal
CRD#: 6840081
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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
2018201920202021202220232024202520262 FIRMS2020 - 2021 (<1 year)IAMODERN WEALTH MANAGEMENT, LLC (CRD# 324624)2024 - Present (<1 year)BKMS FINANCIAL SERVICES, INC. (CRD# 3866)2020 - 2020 (<1 year)IAPETSO FINANCIAL CONSULTANTS LLC (CRD# 282032)2023 - 2024 (1 year)IAKMS FINANCIAL SERVICES, INC (CRD# 3866)2018 - 2020 (2 years)
License(s)

State Registrations

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Idaho 10/18/2024

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Texas 10/18/2024

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 10/18/2024

Previous Registration(s)
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06/08/2023 - 11/12/2024 PETSO FINANCIAL CONSULTANTS LLC (CRD#:282032) BOISE, ID
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11/06/2020 - 08/24/2021 ARBOR POINT ADVISORS (CRD#:165127) BOISE, ID
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11/06/2020 - 08/24/2021 SECURITIES AMERICA, INC. (CRD#:10205) BOISE, ID
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09/11/2018 - 11/06/2020 KMS FINANCIAL SERVICES, INC (CRD#:3866) BOISE, ID
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10/01/2020 - 11/06/2020 KMS FINANCIAL SERVICES, INC. (CRD#:3866) BOISE, ID
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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.