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Benjamin Dale Johnson

Mission Wealth Management, LP

Bellevue, WA

Santa Barbara, CA

CRD 4736820

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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
WA RA APPROVED 2026-05-19
  • WA RA
    APPROVED
    Since 2026-05-19

Branch Locations

10900 Ne 8Th St Unit 1600, Bellevue, WA 98004 • United States

1111 Chapala Street 3Rd Floor, Santa Barbara, CA 93101 • 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
Financial Resources Group Bellevue WA 07/2006 05/2026
Mission Wealth Management, Lp Bellevue WA 05/2026 Present
Previous Registrations
  • 2016-06-23 → 2026-05-21
    Frg Family Wealth Advisors
    Bellevue, WA
  • 2015-10-01 → 2016-11-14
    Financial Resources Group
    Bellevue, WA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-30
  • S66 Uniform Combined State Law Examination
    2010-03-30
Designations
  • Certified Financial Planner

View on SEC IAPD

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