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Shinaola Oluseyi Atoro

Investment adviser representative at Mission Wealth Management, LP
17 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$17BFirm assets

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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

17 years in the industry.

  1. Mission Wealth Management, LPFeb 2022 to now
  2. WalmartSep 2019 to Feb 2022
  3. IbmFeb 2018 to Sep 2019
  4. Montclair State UniversitySep 2017 to Dec 2017
  5. SabbaticalMay 2017 to Sep 2017
  6. University of Notre DameAug 2013 to May 2017
  7. Christ the King PrepSep 2009 to May 2017

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2022

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7533065
Firm CRD
113057
Advisor's SEC record (opens in a new tab)
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