MC
MC

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 is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 376 clients with $310M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
376 clients
Average Client Portfolio
$827K average
Assets Under Management
$310.9M

Fee Structure

Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.25%

Maximum annual fee is 1.25%. 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

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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 7 mos
Independent Financial Group, LLCBroker
January 2024 - Present · 2 yrs 9 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.
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