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Shawn Watts
Financial Advisor at Modern Financial
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Work Experience
Financial Advisor
Feb 2023 - Present · 1 years and 10 months
True Lending New Mexico, LLC (NMLS 1819295)
Mortgage Loan Originator (Nmls 2516062)
Aug 2023 - Present · 1 years and 4 months
Real Estate Broker Associate (Rec-2023-0644)
Jul 2023 - Present · 1 years and 5 months
Company Details
2-10 Employees
Our mission is to get to know and understand your needs, wants, and long-term goals. We want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation. We understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Our commitment is to utilize all of our resources to help you pursue your goals. We believe in thinking “out of the box” and we are not afraid to challenge conventional wisdom in our approach to investing and preserving wealth. All of our energy, commitment, and efforts are focused on you, the client, and your satisfaction. *Advisory services offered through Modern Financial Asset Management, LLC. Modern Financial Asset Management is a Registered Investment Advisor in the State of Colorado. Insurance services offered through Modern Financial, LLC. Modern Financial, LLC and Modern Financial Asset Management, LLC are separate entities. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. Third-party comments may not be representative of all client experiences. www.finra.org
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
6208 Lehman Dr Suite 230 Colorado Springs, Colorado 80918, US
Keywords
Financial PlanningWealth ManagementInsurance PlanningInvestment Advising
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