Justin Dane Cassida

Employer firm

Modern Wealth Management, LLC CRD 324624

$10.9B regulatory AUM 5 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Periodicals / newsletters
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2007 → 04/2026
  Lpl Financial, Llc
  Denver, CO
• 05/2007 → 12/2019
  Brown & Company
  Denver, CO
• 05/2007 → 12/2019
  Brown & Company, Inc.
  Denver, CO
• 04/2026 → Present
  Modern Wealth Management, Llc
  Denver, CO

Previous Registrations

• 2007-05-10 → 2026-04-29
  Lpl Financial Llc
  Denver, CO
  Fort Mill, SC
  Denver, CO
• 2015-04-09 → 2019-12-31
  Brown And Company, Inc.
  Denver, CO
• 2005-06-15 → 2007-04-25
  Carter Advisory Services, Inc
  Dallas, TX
• 2005-10-07 → 2007-04-03
  Raymond James Financial Services, Inc.
  Dallas, TX
  Dallas, TX

Exams

• S66 Uniform Combined State Law Examination
  2005-05-09

Designations

• Certified Financial Planner