Michelle Lyn Cannan
Investment adviser representative at Modern Wealth Management, LLC
13 yearsExperience
1 stateRegistered in
$10.9BFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
13 years in the industry.
- Modern Wealth Management, LLCFeb 2024 to now
- LPL Financial LLCSep 2018 to Feb 2024
- Cadaret, Grant & Co., Inc.Oct 2017 to Sep 2018
- Donegal Securities, Inc.Feb 2013 to Oct 2017
- Kraematon GroupFeb 2013 to Sep 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2006
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (NY).
Modern Wealth Management, LLC
$10.9BAssets managed
11,934Clients
161Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5102334
- Firm CRD
- 324624