MC
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Michael Cook

12 Years of Experience
Las Vegas, NV
1 DisclosureBroker

Michael Cook is a registered investment advisor at Mission Financial Group, LLC, based in Las Vegas, NV, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 332 clients with $230M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
332 clients
Average Client Portfolio
$701K average
Assets Under Management
$232.8M

Fee Structure

Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.20%

Maximum annual fee charged for Comprehensive Portfolio Management and Asset Management for Held Away Accounts. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

732 S. 6th St., #4119, Las Vegas, NV, 89101

Get directions

History

Regulatory History (1)
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Employment Separation After Allegations
June 2021
Other Business Activities

Michael is a general partner at Secure Yield LLC, involved in real estate sales, rentals, and property management, dedicating minimal time. He also works full-time as an agent/representative at Mission Financial Group LLC, providing financial planning services.

Employment History
Current Registrations
Mission Financial Group, LLC
March 2024 - Present · 2 yrs 2 mos
Independent Financial Group, LLCBroker
January 2024 - Present · 2 yrs 4 mos
Previous Registrations
Independent Financial Group, LLC
March 2024 - March 2024 · 0 mos
Charles Schwab & CO., INC.
February 2015 - July 2021 · 6 yrs 5 mos
Charles Schwab & CO., INC.Broker
June 2011 - July 2021 · 10 yrs 1 mo
State Registrations3 states
HIMINC
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Michael Cook - Financial Advisor | TrueAdvisor