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Bryan Patrick Hasling

Investment Adviser Representative at MODERN FINANCIAL PLANNING

Georgetown, TXCRD #6360031Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
11 yrs
States Registered
2 states
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Bryan Patrick Hasling has worked in the securities industry since 2015. They are registered to provide investment advisory services in California and Texas.

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 2 states
CaliforniaTexas
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 3/13/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0001.20%
Next $500,0000.90%
Next $1,000,0000.80%
Next $1,000,0000.70%
Assets Above $3,000,0000.35%
Source

Modern Financial Planning Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

MODERN FINANCIAL PLANNINGCurrent
6/6/2023Georgetown, TX
LODESTAR PRIVATE ASSET MANAGEMENT LLC
6/24/20206/5/2023Alamo, CA
JW HARRISON FINANCIAL, INC.
3/13/20156/19/2020Walnut Creek, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at MODERN FINANCIAL PLANNING

1 other advisor in the directory

View MODERN FINANCIAL PLANNING firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Bryan Patrick Hasling has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Bryan Patrick Hasling - Financial Advisor in Georgetown, TX | AdvisorFinder