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Melissa Mcmanigal Hassler

Modern Wealth Management, LLC

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About Melissa Mcmanigal Hassler

Melissa Hassler is a financial advisor with Modern Wealth Management, LLC. Melissa has been a registered representative in the financial industry for over a decade and is also a Certified Financial Planner. Melissa has a proven track record of success in providing financial advice and portfolio management services to individual clients and small businesses. Melissa’s experience and expertise can help you reach your financial goals. Melissa is dedicated to providing personalized financial planning and investment management services to her clients.

Firm Information

Melissa Hassler is currently registered with Modern Wealth Management, LLC. Modern Wealth Management, LLC is an investment advisor headquartered in Lenexa, KS. They provide financial planning and portfolio management services to individuals and families, including high-net-worth individuals, as well as retirement plans and charitable organizations. The firm manages over $2 billion in assets and employs 17 licensed agents, 36 investment advisor representatives, and 13 registered representatives.
Modern Wealth Management, LLC

13550 W 95TH ST.

LENEXA, KS 66227

$2.07B

Assets Under Management

1

Total Clients

42

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Melissa Hassler’s Registration & Firm History

ID

10/18/2024 - Present

Modern Wealth Management, LLC (BOISE ID)

ID

11/06/2020 - 08/24/2021

SECURITIES AMERICA, INC. (BOISE ID)

ID

10/01/2020 - 11/06/2020

KMS FINANCIAL SERVICES, INC. (BOISE ID)

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Licenses & Designations

IA

Issued 09/11/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2020

Series 7TO - General Securities Representative Examination

BC

Issued 06/06/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Melissa Mcmanigal Hassler.
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