Advisor at Mission Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mission Financial Group, LLC
Location
Las Vegas, NV 89101
Credentials
Series 63, Series 66
Industry experience
12 years
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.
Based on Mission Financial Group, LLC
Based on Mission Financial Group, LLC
Financial Planning & Consulting flat fees range from $2,000 to $5,000; minimum fee generally $2,000.
Account minimum: $250,000 (negotiable and can be waived at firm's discretion)
732 S. 6 Th St., #4119
Las Vegas, NV 89101
Hawaii
Mission Financial Group, LLC
2024 - Present (2 years)
Independent Financial Group, LLC
2024 - Present (2 years)
Unemployed
2023 - 2024 (1 year)
ADP Total Source
2022 - 2023 (1 year)
Cardinal Financial
2022 - 2022 (1 year)
Unemployed
2021 - 2022 (1 year)
Charles Schwab
2016 - 2021 (5 years)
Charles Schwab Bank
2014 - 2021 (7 years)
Charles Schwab
2011 - 2016 (5 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Las Vegas, NV
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Series 65
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Las Vegas, NV
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Las Vegas, NV
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Series 65
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Series 63, Series 65
Las Vegas, NV
Crinite Financial Strategies
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