Michael Nolan Jillson

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

• 05/2015 → 08/2017
  Gwfs Equities, Inc.
  Greenwood Village, CO
• 12/2018 → 05/2021
  Cetera Advisor Networks
  El Segundo, CA
• 08/2017 → 05/2018
  Empower Retirement
  Greenwood Village, CO
• 05/2018 → 12/2018
  Unemployed
  Denver, CO
• 11/2018 → 05/2021
  Keith Cusack
  Lakewood, CO
• 06/2021 → 10/2024
  Petso Financial Consultants Llc
  Boise, ID
• 10/2024 → Present
  Modern Wealth Management, Llc
  Lenexa, KS

Previous Registrations

• 2021-06-15 → 2024-11-12
  Petso Financial Consultants Llc
  Boise, ID
• 2021-01-07 → 2021-05-03
  Cetera Wealth Services, Llc
  Lakewood, CO
  Denver, CO

Exams

• S66 Uniform Combined State Law Examination
  2020-03-10
• S63 Uniform Securities Agent State Law Examination
  2015-09-14

Designations

• Certified Financial Planner

Other Names

• Michael N Jillson