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Edwin Kinsley Retter

Mission Wealth Management, LP

Melbourne, FL

CRD 2904104

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Employer firm

Mission Wealth Management, LP CRD 113057

$17.0B regulatory AUM 10 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • FAMILY WEALTH MANAGEMENT

From the firm’s Form ADV. Read the guides:

Current Employers
Mission Wealth Management, Lp

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-09-19
  • FL RA
    APPROVED
    Since 2025-09-19

Branch Locations

6905 North Wickham Road Suite 305, Melbourne, FL 32940 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Retter Capital Management, Llc Melbourne FL 04/2013 09/2025
Mission Wealth Management, Lp Santa Barbara CA 09/2025 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-11-30
  • S66 Uniform Combined State Law Examination
    2000-11-30
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

KESTRA ADVISORY SERVICES, LLC
EDWARD JONES
TRUIST ADVISORY SERVICES, INC.

Nearby Investors

MICHAEL DOUGLAS ALLEN
SILVIA MARCELA LINARES-WILLIAMS
John Thomas Keeney

Nearby Offices

KESTRA ADVISORY SERVICES, LLC · Melbourne, FL
KESTRA ADVISORY SERVICES, LLC · MELBOURNE, FL
EDWARD JONES · Viera, FL

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