Tonye Daye Wokoma
Investment adviser representative at Mainsail Financial Group
15 yearsExperience
6 statesRegistered in
$403.9MFirm assets
4 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 assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
15 years in the industry.
- Mainsail Financial Group, LLCSep 2025 to now
- Lnw Wealth Management, LLCNov 2018 to Jul 2025
- Verus InvestmentsMay 2018 to Nov 2018
- UnemployedDec 2016 to May 2018
- Segal Marco AdvisorsJun 2011 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 6 states (AK, CA, NH, OR, TX, WA).
Mainsail Financial Group
Legal name: Mainsail Financial Group, LLC
$403.9MAssets managed
426Clients
6Advisers
4 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
- 7739890
- Firm CRD
- 317970