Grant Andrews
Investment adviser representative at Modern Wealth Management, LLC
10 yearsExperience
1 stateRegistered 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
10 years in the industry.
- Modern Wealth Management, LLCSep 2026 to now
- Mutual Securities, IncSep 2026 to now
- LPL Financial LLCMar 2022 to Aug 2026
- Foothill Fire ProtectionOct 2020 to Mar 2022
- Finish LineSep 2019 to Dec 2019
- Towne ParkFeb 2018 to Aug 2019
- Winchester Country ClubMay 2017 to Jul 2020
- Regis UniversityJul 2016 to May 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7531304
- Firm CRD
- 324624