<![CDATA[Modern District Financial - Blog]]>Wed, 05 Nov 2025 11:08:14 -0800EditMySite<![CDATA[Modern District Financial Solutions]]>Wed, 11 Jul 2018 17:42:25 GMThttps://www.moderndistrict.com/blog/modern-district-financial-solutions
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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.
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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.

“Independence allows us to put clients’ interests ahead of our own or that of the broker-dealer. If a client has a problem we can’t solve, we have the flexibility to find an answer,” says Nelson, who has earned industry designations as Certified Senior Advisor (CSA) and Certified in Long-term Care (CLTC).
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As a part of the American Senior Benefits family, clients enjoy the benefits of working with one of the leading distributors of products geared to the 55+ market, with offices in 37 states. They receive a very high level of service other advisories typically reserve only for high-net-worth families. Modern District’s senior professionals are “hands on,” answering phone calls within 24 hours, and finding solutions to challenges.

Agents with a Passion for Service and Excellence Make Modern District Their Home

Since the company’s founding, Nelson has attracted an elite group of professionals: Ryan Kashmerick, CFO and Vice President; John Blanck, Executive Officer/Financial Advisor; Kelly Bandli, Executive Officer/Financial Advisor, Larry Winslow, Executive Officer/ Financial Specialist, and others. They are among the most respected in their field, with 73 years combined experience. Nelson, Kashmerick, Blanck and Bandli are routinely members of the Winner’s Circle. Nelson has been involved in many Advisory Committees ranging from Leadership to Compliance and Kashmerick is a four-time #1 Regional Vice President

“Our client-first philosophy, our reputation among our peers, the world-class resources available through American Senior Benefits, and our commitment to helping agents succeed combine to make Modern District very attractive to motivated, talented people,” says Nelson.

As a mentor to many other leaders industry-wide, Nelson is particularly proud of the fact that the agents are succeeding in their careers, not because they are salespeople, but because they are leaders in the community who place the needs of the clients first.

The biggest winners? It’s the clients – primarily those near or entering retirement, most of whom are hard-working adults who have saved for retirement.

“Our clients are extraordinarily loyal to us because we focus exclusively on educating people to make good decisions, not just selling products,” says Nelson. “About 95 percent of our business does not involve any fee, and we never lose sight of the fact that this is their money not ours.”
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Modern District takes a conservative approach, balancing portfolios so investors can get the most from their assets in future years, keep up with inflation, and avoid excessive risk. “We value your trust, so we won’t take unnecessary risks with the money you worked so hard for,” says Nelson.
]]><![CDATA[Modern District Financial Blog]]>Tue, 08 May 2018 15:34:42 GMThttps://www.moderndistrict.com/blog/modern-district-financial-blogPicture
Welcome to our new insurance agency blog!
 
This is our very first post. We're not quite sure what we're going to write about here, but the plan is to create helpful content for customers and prospective clients about information that is relevant to you.
 
We hope you'll come to view this as a top resource for keeping your family and your finances safe.
 
Here are a few of the topics we may be writing about:
  • Answers to clients' frequently asked questions.
  • Helpful information about insurance shopping.
  • Safety and Health Tips and Ideas.
  • Local Community Information.
 
Stay Tuned!
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