Georgia Lee Hussey

Employer firm

Modernist Financial, LLC CRD 217511

$113M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

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

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

Current Employers

Employment History

• 04/2014 → Present
  Rosenbaum Financial Inc.
  Portland, OR
• 03/2015 → Present
  Modernist Financial, Llc
  Portland, OR

Previous Registrations

• 2015-02-03 → 2015-07-31
  Rosenbaum Financial
  Portland, OR
• 2014-04-04 → 2015-06-18
  Ameritas Investment Company, Llc
  Portland, OR
  Lincoln, NE
• 2011-10-24 → 2014-04-02
  Wells Fargo Clearing Services, Llc
  Portland, OR

Other Businesses

ADVISORY BOARD MEMBER, MONEY QUOTIENT; NON-INVESTMENT-RELATED; LESS THAN 5% OF TIME.

Exams

• S66 Uniform Combined State Law Examination
  2011-10-21

Designations

• Certified Financial Planner