Clifton M Yasutomi
Investment adviser representative at Mission Financial Group, LLC
16 yearsExperience
1 stateRegistered in
$310.9MFirm assets
5 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
16 years in the industry.
- Independent Financial Group, LLCMar 2023 to now
- Mission Financial Group, LLCJan 2021 to now
- Cetera AdvisorsSep 2022 to Mar 2023
- First Allied Advisory Services, Inc.Jul 2012 to Jan 2021
- First Allied Securities, IncDec 2010 to Sep 2022
Exams passed
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 1 state (HI).
Mission Financial Group, LLC
$310.9MAssets managed
376Clients
6Advisers
5 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 5081023
- Firm CRD
- 311876