AM
CFP
AM
CFP

Alecia Lauretta Modahl

20 Years of Experience
1 DisclosureBrokerSells Insurance
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementEstate PlanningTax Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1370 advisors
Number of Clients
97,702 clients
Average Client Portfolio
$616K average
Assets Under Management
$60.2B

Fee Structure

Minimum Investment:$5K
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Location

Ferndale, WA

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History

Regulatory History (1)
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Customer Dispute
October 2009
Closed-No Action
Other Business ActivitiesSells Insurance

Alecia sells fixed insurance products and owns Modahl Collaborative, LLC, providing life planning services, dedicating minimal time and about 10% of her time, respectively. She also owns Feuillette, LLC, an entity for managing commercial real estate, spending minimal time on it.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
November 2025 - Present · 3 mos
Kestra Advisory Services, LLC
November 2025 - Present · 3 mos
Previous Registrations
Commonwealth Financial NetworkBroker
May 2020 - November 2025 · 5 yrs 6 mos
Commonwealth Financial Network
May 2020 - November 2025 · 5 yrs 6 mos
Kms Financial Services, INC.Broker
May 2009 - May 2020 · 11 yrs
Kms Financial Services, INC
May 2009 - May 2020 · 11 yrs
Commonwealth Financial Network
January 2008 - April 2009 · 1 yr 3 mos
Commonwealth Financial NetworkBroker
January 2008 - April 2009 · 1 yr 3 mos
AXA Advisors, LLC
March 2005 - December 2007 · 2 yrs 9 mos
AXA Advisors, LLCBroker
February 2005 - December 2007 · 2 yrs 10 mos
State Registrations9 states
AZCAIDNCNJNYORWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.