Michael Nolan Jillson
Investment adviser representative at Modern Wealth Management, LLC
11 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$10.9BFirm assets
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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
11 years in the industry.
- Modern Wealth Management, LLCOct 2024 to now
- Petso Financial Consultants LLCJun 2021 to Oct 2024
- Cetera Advisor NetworksDec 2018 to May 2021
- Keith CusackNov 2018 to May 2021
- UnemployedMay 2018 to Dec 2018
- Empower RetirementAug 2017 to May 2018
- Gwfs Equities, Inc.May 2015 to Aug 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2015
- Series 66 · Uniform Combined State Law2020
State registrations
Registered as an investment adviser representative in 2 states (ID, TX).
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
- 6372624
- Firm CRD
- 324624