Bryan Hasling has been an investment adviser representative at Modern Financial Planning since June 2023, and is not listed among the firm’s executive officers or direct owners.
Modern Financial Planning, LLC is a Georgetown, TX firm with $116M under management, 72 clients and 2 advisers in one office, as of its March 2026 filing.
Bryan Hasling is part of the team at Modern Financial Planning, where he helps clients plan for retirement and reach financial independence. His work includes custom portfolio design and helping clients with planning around company stock and options. Before joining Modern, he was a Partner at a wealth management firm in the SF Bay Area, working with families and executives and founders in the tech sector.
Bryan Hasling’s longest registration was 5 years at JW Harrison Financial, Inc. (2015–2020). Before joining Modern Financial Planning in 2023, Bryan Hasling was registered through Lodestar Private Asset Management LLC and JW Harrison Financial, Inc.
- Modern Financial PlanningCurrent– present · 3 yearsGeorgetown, TX · Adviser representative · Firm CRD 297193
- Lodestar Private Asset Management LLC– · 2 yearsAlamo, CA · Adviser representative · Firm CRD 107638
- JW Harrison Financial, Inc.– · 5 yearsWalnut Creek, CA · Adviser representative · Firm CRD 156845
Professional designations
Listed by Modern Financial Planning
- CERTIFIED FINANCIAL PLANNER™ (CFP®)
Investment adviser representative registrations
Bryan Hasling is registered as an investment adviser representative in 2 states. Each was approved in June 2023.
- CaliforniaSince 6 June 2023
- TexasSince 6 June 2023
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 13 March 2015 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Bryan Patrick Hasling
- CRD
- 6360031
- Firm
- Modern Financial Planning · CRD 297193
- Office
- 501 SOUTH AUSTIN AVENUE, SUITE 1220-312, Georgetown, TX 78626
- Registration
- Investment adviser registration
- In the industry since
- March 2015
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- modernfp.com
Where does Bryan Hasling work?
Bryan Hasling is an investment adviser representative registered through Modern Financial Planning, LLC since June 2023, and is not listed among the firm’s executive officers or direct owners.
Is Bryan Hasling a financial advisor?
Yes. Bryan Hasling has a current investment-adviser registration in California and Texas, through Modern Financial Planning since June 2023.
How many years of experience does Bryan Hasling have?
Bryan Hasling has 11 years in the financial industry, since March 2015, across 3 adviser firms.
What exams has Bryan Hasling passed?
Bryan Hasling passed the Series 65 in March 2015.
Where did Bryan Hasling work before Modern Financial Planning?
Before Modern Financial Planning, Bryan Hasling was registered through Lodestar Private Asset Management LLC, June 2020 to June 2023; JW Harrison Financial, Inc., March 2015 to June 2020.
Where is Bryan Hasling based?
Bryan Hasling’s registered office is in Georgetown, TX.
Is Bryan Hasling registered with FINRA?
No. Bryan Hasling has no current broker registration.
Is Bryan Hasling a CFP?
Modern Financial Planning lists Bryan Hasling with the CFP credential (“CERTIFIED FINANCIAL PLANNER™ (CFP®)”) on its website. CFP Board confirms certification status.
How can I verify Bryan Hasling’s record?
Search CRD 6360031 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Bryan Hasling’s full registration record.