Advisors at this firm
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.
Elliott M
Series 66
Kilauea, HI
Mission Financial Group, LLC
Elliott Montgomery is a financial advisor at Mission Financial Group, LLC with one year of industry experience. He holds a Series 66 designation and has prior work experience in construction and community association management. 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 variety of investment strategies and asset types.
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.
Michael C
Series 63, Series 66
Las Vegas, NV
Mission Financial Group, LLC
Michael Cook is a financial advisor with Mission Financial Group, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He previously worked at Charles Schwab & Co., Inc. and Charles Schwab Bank for several years and has been with Mission Financial Group and Independent Financial Group since 2024. Outside of advisory work, he is a general partner at Secure Yield LLC, where he is involved in business development and evaluation of real estate projects. 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, employing diverse strategies and a broad range of investment products.
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.