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Bryan Frederick Ohm

MODERN PORTFOLIO MANAGEMENT INC·HOLLAND, Ohio
Series 7, Series 63, Series 6529 years registeredMODERN PORTFOLIO MANAGEMENT INC
7429 INTERNATIONAL DRIVE, HOLLAND, OH 43528-8623CRD# 723664Firm CRD# 104926

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Bryan Frederick Ohm · HOLLAND, OH
Registration
CRD #723664 · MODERN PORTFOLIO MANAGEMENT INC · 29 years registered
Brand Profile
Not yet started
01

Career History

MPM WEALTH ADVISORS
Jan 1997 – present
BERTHEL FISHER & COMPANY FINANCIAL SERVICES, INC.
Apr 2003 – Jul 2003
MAUMEE, OH
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 63
Series 65
Registration record
First registered · January 9, 1997
Years registered · 29
03

Disclosure History

2013Regulatory·Final

1 disclosure event on file · Verify on FINRA BrokerCheck →

Source: SEC IAPD, as of 14 August 2026. Resolutions may have changed since.

04

Firm Overview

Firm
MODERN PORTFOLIO MANAGEMENT INC
CRD 104926 · SEC 801-50488
AUM
$795M
Regulatory assets under management
Employees
20
2,403 client accounts
Services offered by MODERN PORTFOLIO MANAGEMENT INC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Market timing services
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at MODERN PORTFOLIO MANAGEMENT INC →
Introduction

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05

Frequently Asked Questions

What services does Bryan Frederick Ohm offer?
Bryan Frederick Ohm specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in HOLLAND, Ohio for a consultation.
What are Bryan Frederick Ohm's credentials?
Bryan Frederick Ohm is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Bryan Frederick Ohm located?
Bryan Frederick Ohm is based in HOLLAND, Ohio, working with MODERN PORTFOLIO MANAGEMENT INC. Their office serves clients in the HOLLAND metropolitan area and surrounding communities.
How does Bryan Frederick Ohm charge for services?
Bryan Frederick Ohm's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MODERN PORTFOLIO MANAGEMENT INC?
MODERN PORTFOLIO MANAGEMENT INC has approximately 20 employees and manages $795M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MODERN PORTFOLIO MANAGEMENT INC

Chelsea Ohm Heintschel
HOLLAND, OH
Sean Scott Shinaberry
HOLLAND, OH
George Thomas Damasco
HOLLAND, OH

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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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