Modern Financial

Overview

Modern Financial is a state registered investment adviser based in Monument, CO, registered since 2022. It reports $35M in assets under management across 348 accounts, with 3 employees. It has 3 investment adviser representatives.

Reported AUM

$35M

Discretionary

100%

Accounts

348

Average account

$101K

Employees

3

Advisory reps

3

Registered since

2022

Jurisdictions

2

As reported in the firm's January 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals

Fee structure

Fixed Fees, Hourly Charges, Other Fees and Percentage of Assets

Executive officers 1 of 1

• Shane Andrew Squibb Managing Member, Chief Compliance Officer CRD 2864264

Advisory reps 3 of 3

• William A Hammer Insurance Agent · Investment Adviser Rep CRD 4351231
• Brent Walter Sabati Insurance Agent · Investment Adviser Rep CRD 6781249
• Shane A Squibb Insurance Agent · Investment Adviser Rep CRD 2864264

Location

Headquarters

16055 Old Forest Pt Ste 130-A
Monument, CO 80132

County

El Paso

Metro area

Colorado Springs, CO

Region

West

Registrations

• State registered
• Registered in 2 jurisdictions
• Website: modernfinancialco.com

Every state, with registration dates

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