Michael J Cook
Investment adviser representative at Mission Financial Group, LLC
12 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
12 years in the industry.
- Mission Financial Group, LLCFeb 2024 to now
- Independent Financial Group, LLCJan 2024 to now
- UnemployedAug 2023 to Jan 2024
- Adp Total SourceApr 2022 to Aug 2023
- Cardinal FinancialJan 2022 to Mar 2022
- UnemployedJun 2021 to Jan 2022
- Charles Schwab & Co., Inc.Jun 2016 to Jun 2021
- Charles Schwab BnakSep 2014 to Jun 2021
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2023
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
- 5901682
- Firm CRD
- 311876