Las Vegas, NV logo

Las Vegas, NV Office

Team
Updated today
Mission Financial Group, LLC logo

Mission Financial Group, LLC

Team

Firm-wide stats for Mission Financial Group, LLC

Total advisors

6

Across 3 offices

Clients per advisor

58 Typical

Avg AUM per client

$741,724 Low

HNW client ratio

17% Low

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.

Based on Mission Financial Group, LLC

Expertise

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

Based on Mission Financial Group, LLC

Location

732 S. 6th St., #4119

Las Vegas NV 89101

Advisors at this office

4

Advisors at this office

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

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 office
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