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Michael Nolan Jillson

Modern Wealth Management, LLC

Boise, ID

Kansas City, MO

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Current Employers
Modern Wealth Management, Llc

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2024-10-20
TX RA APPROVED 2024-10-20
  • ID RA
    APPROVED
    Since 2024-10-20
  • TX RA
    APPROVED
    Since 2024-10-20

Branch Locations

1405 W. Main Street, Boise, ID 83702 • United States

1712 Main Street Suite 400, Kansas City, MO 64108 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gwfs Equities, Inc. Greenwood Village CO 05/2015 08/2017
Cetera Advisor Networks El Segundo CA 12/2018 05/2021
Empower Retirement Greenwood Village CO 08/2017 05/2018
Unemployed Denver CO 05/2018 12/2018
Keith Cusack Lakewood CO 11/2018 05/2021
Petso Financial Consultants Llc Boise ID 06/2021 10/2024
Modern Wealth Management, Llc Lenexa KS 10/2024 Present
  • 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
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-10
S63 Uniform Securities Agent State Law Examination 2015-09-14
  • S66 Uniform Combined State Law Examination
    2020-03-10
  • S63 Uniform Securities Agent State Law Examination
    2015-09-14
Designations
Other Names
  • Michael N Jillson

View on SEC IAPD

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Other Offices

INTEGRATED ADVISORS · BOISE, ID
GEM STATE INVESTMENT ADVISORS · BOISE, ID
THE ASSET CONSULTING GROUP, INC · BOISE, ID
STATE FARM INVESTMENT MANAGEMENT CORP. · Boise, ID
ARRIEN INVESTMENTS, INC. · BOISE, ID
LPL FINANCIAL LLC · BOISE, ID
U.S. BANCORP ADVISORS, LLC · Boise, ID
APOLLON WEALTH MANAGEMENT, LLC · BOISE, ID

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