Mission Financial Group, LLC logo

Mission Financial Group, LLC

Updated today

Client AUM

$256,636,613

Clients

346

Advisors

6

across 3 offices

About

Mission Financial Group serves individuals (including high-net-worth clients), retirement plans, trusts, and businesses by offering comprehensive portfolio management, financial planning and consulting, and retirement plan consulting. The firm also provides asset management for held-away accounts through a third‑party platform (Pontera) and offers both standalone financial plans and consulting engagements.

The firm manages accounts on a discretionary basis for most clients and tailors portfolios through asset allocation, sector and security analysis, and the use of ETFs, mutual funds, individual securities and alternative products. It discloses that it may employ margin or borrowing in client accounts and uses third‑party managed accounts and a mix of quantitative, fundamental and technical methods while monitoring and rebalancing portfolios regularly.

Noteworthy features disclosed in the brochure include that some firm representatives are registered representatives of a broker‑dealer and licensed insurance agents, and the firm acknowledges receipt of compensation from third‑party sponsors of client events and the use of third‑party lead‑generation services. The firm operates from multiple offices, is in the process of converting its wrap fee offering, and highlights its use of a third‑party held‑away platform as part of its custody and service arrangements.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k)

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Fee options

Fixed

Financial Planning & Consulting flat fees range from $2,000 to $5,000; minimum fee generally $2,000.

Other

Account minimum: $250,000 (negotiable and can be waived at firm's discretion)

Main office

See office

732 S. 6th St., #4119

Las Vegas NV 89101

Advisors at this office

4

Most active in

California · Hawaii · Michigan · Nevada · New Hampshire · New York · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Nicholas A

Series 66

Las Vegas, NV

Mission Financial Group, LLC

Nicholas Abbott is a financial advisor at Mission Financial Group, LLC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Edward Jones, First Allied Advisory Services, and Cetera Advisors LLC. Abbott is also a managing member of Nicholas Abbott LLC, a business entity created for tax and investment purposes. Mission Financial Group provides investment advisory and planning services primarily to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm emphasizes individualized portfolio construction and ongoing monitoring using a variety of analysis techniques and offers comprehensive portfolio management, standalone financial planning, and retirement plan consulting.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Dustin I

Series 66

Cadillac, MI

Mission Financial Group, LLC

Dustin Insley is a financial advisor at Mission Financial Group, LLC with nine years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and Commonwealth Financial Network. Outside of advisory work, he owns Makena Farm, LLC, a farmland management enterprise in Manton, MI. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a discretionary management approach, utilizing asset allocation, sector and security analysis, and a range of investment products while regularly monitoring and rebalancing portfolios.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Elliott M

Series 66

Kilauea, HI

Mission Financial Group, LLC

Elliott Montgomery is a financial advisor with Mission Financial Group, LLC and holds a Series 66 designation. He has one year of experience in the financial industry and has previously worked with Independent Financial Group LLC. Outside of finance, he has experience in the construction industry, including work with Williams Construction LLC and Evans Chaffee Construction Group. Mission Financial Group provides portfolio management, financial planning, and retirement plan consulting services to individuals, trusts, businesses, and high-net-worth clients. The firm manages accounts on a discretionary basis and uses a variety of investment strategies, including ETFs, mutual funds, individual securities, and alternative products, while regularly monitoring and rebalancing portfolios.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Clifton Y

Series 66

Las Vegas, NV

Mission Financial Group, LLC

Clifton Yasutomi is a financial advisor at Mission Financial Group, LLC in Las Vegas, NV, with 18 years of industry experience. He holds the Series 66 designation and has worked at several firms including Independent Financial Group, Cetera Advisors, and First Allied Advisory Services. Outside of his advisory role, he serves as Secretary on the board of The Salvation Army Honolulu, participating in board development and acting as a liaison to the organization's young professional group. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring using a variety of analytical techniques and investment vehicles, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Michael C

Series 63, Series 66

Las Vegas, NV

Mission Financial Group, LLC

Michael Cook is a financial advisor with Mission Financial Group, LLC in Las Vegas, NV, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes roles at Charles Schwab & Co., Inc., Charles Schwab Bank, and Cardinal Financial. Outside of his advisory work, he serves as a general partner at Secure Yield LLC, where he is involved in real estate business development and project evaluation. Mission Financial Group serves individuals, retirement plans, trusts, and businesses by providing comprehensive portfolio management, financial planning, and consulting services. The firm manages discretionary accounts and employs a variety of investment strategies, including the use of ETFs, mutual funds, individual securities, and alternative products.

Retirement plans for business owners (SEP, solo 401k)
user avatar

Sean O

Series 66

Las Vegas, NV

Mission Financial Group, LLC

Sean Ohashi is a financial advisor at Mission Financial Group, LLC with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for 11 years. Outside of his advisory role, he serves as a volunteer board member for the Alzheimer's Association, assisting with event planning for the Walk to End Alzheimer's. Mission Financial Group provides investment advisory and planning services to individuals, high net worth clients, retirement plans, trusts, and business entities. The firm focuses on individualized portfolio construction and ongoing monitoring, utilizing a range of investment strategies and asset types, including ETFs, mutual funds, individual securities, alternative investments, and cryptocurrency products.

Retirement plans for business owners (SEP, solo 401k)
View complete list of advisors at this firm
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