Kami Lynn Molin

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2001 → Present
  Kam L. Molin Corporation
  Simi Valley, CA
• 12/2010 → Present
  Hbw Securities Llc
  Simi Valley, CA
• 11/2024 → Present
  Mission Wealth Management, Lp
  Santa Barbara, CA

Other Businesses

KAMI L. MOLIN CORPORATION, TAX & ACCOUNTING SERVICES, COMMENCED 7/2001, 100% OWNERSHIP, OWNER/CPA. HBW INSURANCE & FINANCIAL SERVICES, INC. SALES OF INSURANCE RELATED PRODUCTS, 0% OWNERSHIP, COMMENCED 8/2010, AGENT.

Exams

• S63 Uniform Securities Agent State Law Examination
  2011-07-21