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Overview

Services

Advisor Services

  • Financial Planning
    • -Comprehensive Financial Planning
    • -Retirement Planning
  • Portfolio Management
    • -Individuals and/or Small Businesses

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Modern Dollar Planning, LLC 4 years Jan 2015 - Present
Plancorp, LLC 7 months May 2014 - Dec 2014
Plancorp, LLC 2 years, 11 months May 2011 - Apr 2014
E&M Plumbing Company 2 years Apr 2009 - Apr 2011
Buckingham Asset Management 10 months May 2008 - Mar 2009

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Andrew Mohrmann

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Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Jan 9, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Modern Dollar Planning, LLC

Last updated on Feb. 3, 2017
    • $3.1M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 60
      Accounts
    • $51.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Other