Bryan Hasling (CRD# 6360031) is an Investment Advisor Representative working at Modern Financial Planning in Oakland, CA and has over 9 years of experience in the finance industry. Bryan Hasling has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Modern Financial Planning, LLC | Oakland, CA | Jun 2023 - Current | < 1 |
| Lodestar Private Asset Management LLC | Alamo, CA | Jun 2020 - Jun 2023 | 3 |
| Jw Harrison Financial Advisors | Walnut Creek, CA | Aug 2014 - Jun 2020 | 5 |
| Texas Tech University | Lubbock, TX | Aug 2008 - Jul 2014 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2015 |
- CA
- TX
-
Total Assets Under Management60MILLIONS
-
Total Number of Accounts165ACCOUNTS
-
Average Account Value$363,636
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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