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Clifton Yasutomi

Advisor at Mission Financial Group, LLC

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Mission Financial Group, LLC logo

Firm

Mission Financial Group, LLC

Location

Las Vegas, NV 89101

Credentials

Series 66

Industry experience

18 years

About

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.

Client services

Based on Mission Financial Group, LLC

Financial planning Portfolio management Pension consulting

Expertise

Based on Mission Financial Group, LLC

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

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)

Location

732 S. 6 Th St., #4119

Las Vegas, NV 89101

Most active in

Hawaii

Work history

Independent Financial Group, LLC

2023 - Present (3 years)

Cetera Advisors

2022 - 2023 (1 year)

Mission Financial Group

2021 - Present (5 years)

Mission Financial Group LLC

2021 - Present (5 years)

First Allied Advisory Services

2020 - 2021 (1 year)

First Allied Advisory Services, INC.

2012 - 2020 (8 years)

First Allied Securities, Inc

2010 - 2022 (12 years)

Disclosures

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

Business activities & affiliations

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