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RIA / WealthAdvisorCertified Financial Planner10 years in industry

Allison Modrak

Advisor at MISSION WEALTH MANAGEMENT, LP

Scottsdale, AZ

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Search this name across graphsid dfx:ria:7cbc39f0-bf8a-a1bd-3a85-c741a77873f0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:43 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 3
On other graphs: 0
Observed: Apr 19, 2021 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: MISSION WEALTH MANAGEMENT, LP
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 1, 2016earliest registration or exam on IAPD
Years in industry: 10derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Apr 19, 2021
First registration: Apr 19, 2021
Dual registered: no
Other names: Allison Mann|Allison C Mann|Allison Claire Mann|Allison Claire Mann
IAPD individual key: 6830967

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MISSION WEALTH MANAGEMENT, LP	Independent wealth	Mar 19, 2026	n/a	yes	Scottsdale, AZ	Current employment
ALLWORTH FINANCIAL, L.P.	Bd affiliated wealth	Feb 13, 2024	Jan 5, 2026	no	PHOENIX, AZ\|FOLSOM, CA	Previous registration
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	No RAUM reported	May 24, 2022	Feb 13, 2024	no	SEATTLE, WA	Previous registration
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	Bd affiliated wealth	Apr 19, 2021	Jan 7, 2022	no	STEVENS POINT, WI\|MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ALLWORTH FINANCIAL, L.P.	MISSION WEALTH MANAGEMENT, LP	Jan 5, 2026	Mar 19, 2026	73	Firm change	Ibd to RIA
NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	ALLWORTH FINANCIAL, L.P.	Feb 13, 2024	Feb 13, 2024	0	Firm change	Other
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC	NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC	Jan 7, 2022	May 24, 2022	137	Firm change	Other

Relationships

Registered with (4)

→ MISSION WEALTH MANAGEMENT, LPRegistered adviserregistration: current employment
Mar 19, 2026 to presentfactForm ADV
→ ALLWORTH FINANCIAL, L.P.Registered adviserregistration: previous registration
Feb 13, 2024 to Jan 5, 2026factForm ADV
→ NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLCRegistered adviserregistration: previous registration
May 24, 2022 to Feb 13, 2024factForm ADV
→ CLIFTONLARSONALLEN WEALTH ADVISORS, LLCRegistered adviserregistration: previous registration
Apr 19, 2021 to Jan 7, 2022factForm ADV

Dated events

Occurred
Jan 5, 2026
Advisor changed firm
Allison Modrak left Allworth Financial, L.P. for Mission Wealth Management, Lp (registered 2026-03-19)
Form ADVobserved 5 days ago
Occurred
Feb 13, 2024
Advisor changed firm
Allison Modrak left Northwestern Mutual Investment Services,Llc for Allworth Financial, L.P. (registered 2024-02-13)
Form ADVobserved 5 days ago
Occurred
Jan 7, 2022
Advisor changed firm
Allison Modrak left Cliftonlarsonallen Wealth Advisors, Llc for Northwestern Mutual Investment Services,Llc (registered 2022-05-24)
Form ADVobserved 5 days ago