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PLANNING TOMORROW,
TODAY​

​There are a lot of unknowns when planning for tomorrow. When should I retire? Will the changes to Medicare affect my situation? How are Long Term Care costs covered? How can I protect my investments from market risk, and still get a good interest rate? We have the answers to these important questions and solutions for all areas of retirement planning.
​
We are Modern District Financial.

New Partnership Announcement
Integrity Marketing Group, LLC (“Integrity”), one of the leading independent distributors of life, health and wealth products, today announced it has acquired Modern District Financial, an independent marketing organization (“IMO”) headquartered in northern Michigan.
Agency Office, Traverse City - Modern District Financial - Traverse City, MI
Agency Office, Traverse City
Grand Rapids Office - Modern District Financial - Grand Rapids, MI
Grand Rapids Office
Midland Office
Midland Office

About Our Agency

Modern District Financial is a financial services company helping clients with their retirement planning by offering Medicare Supplements, Life Insurance, Long Term Care Insurance, and Fixed/Equity Indexed Annuities.  Our IMO is American Senior Benefits which has 50 offices nationwide.

​We are an Accredited business with the Better Business Bureau with our staff having over 60 years of experience in the industry.

Modern District is the preferred Insurance & Financial Services Firm for Veterans in Northern, Mid, and Western Michigan through The Hometown Hero Project.

Modern District Financial Solutions

​Investor demand for bias-free advice and more stringent consumer protection rules are transforming the financial services industry.

“Increasingly, investors are seeking relationships with financial advisors they can relate to and that they trust to work on their behalf,” explains Shannon Nelson, CEO & President of Modern District Financial Solutions in Traverse City & Grand Rapids, Michigan.

Nelson founded Modern District in 2011 after having worked 17 years in the financial services industry. He had become frustrated working for large corporations that offered only a limited number of services and products. As an independent advisory and IMO of American Senior Benefits, Nelson and his team don’t have proprietary products to push or limitations on the solutions they can offer. Clients have access to the entire universe of opportunities and customized solutions.

Meet Our Executive Team

​SHANNON NELSON
CEO & President​

RYAN KASHMERICK
CFO & Vice President

JOHN BLANCK
Chief Information Officer​

KELLY BANDLI
Executive Officer / CIO

DANIEL GRIX​
Chief Information Officer​

DAVID TEESDALE
Executive Administrator

JOHN PAUL WESTBROOK
Executive Officer

DEVON WATSON
Executive Officer

JACOB COLLINS
Executive Officer

SHALE NOWLAND
Partner

ZAK KOEHLER
Partner

ETHAN CODER
Partner

LAUREN DRULLINGER
Partner

CODY SCHLOTT
Partner

Learn More About Insurance

When it comes to insurance, we've got you covered. Learn more about how our products can help you.

Contact Us Today
Phone: (231) 421-8331
​Fax: (231) 421-1636​

Email:
[email protected]​

Traverse City Office:
2062 N. US 31 South
Traverse City, MI 49685

Grand Rapids Office:
625 Kenmoor SE
Suite 107
Grand Rapids, MI  49546​

Midland Office:
1320 Waldo Ave
Suite 100
Midland, MI 48642​

Agency Hours:
Weekdays: 9:00am - 5:00pm

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