Sara Qilin Wilkerson
Investment adviser representative at Mission Wealth Management, LP
26 yearsExperience
1 stateRegistered in
$17BFirm assets
24 yearsFirm in business
Are you Sara Qilin Wilkerson? Claim your profile
Contact this firm
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
26 years in the industry.
- Mission Wealth Management, LPApr 2025 to now
- Generations Wealth DesignJun 2021 to Apr 2025
- First Command Financial PlanningAug 2020 to Jun 2021
- Five GuysApr 2020 to Aug 2020
- MeadowlarkJan 2020 to Apr 2020
- ChickfilaJan 2019 to Dec 2019
- J.gilbertsJan 2017 to Jan 2019
- N/aSep 2000 to Jan 2017
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 1 state (CO).
Mission Wealth Management, LP
$17BAssets managed
5,341Clients
138Advisers
24 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
- 7283490
- Firm CRD
- 113057