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Skyler Kane Kraemer

Mission Wealth Management, LP

Santa Barbara, CA

New York, NY

CRD 5998650

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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
NY RA APPROVED 2021-02-24
  • NY RA
    APPROVED
    Since 2021-02-24

Branch Locations

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

251 West 30Th Street, New York, NY 10001 • 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
Mercer Global Advisors Inc. San Francisco CA 09/2015 03/2017
Mercer Global Advisors Inc. New York NY 03/2017 08/2019
Mission Wealth Management, Lp Westlake Village CA 08/2019 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-10-04
  • S65 Uniform Investment Adviser Law Examination
    2013-10-04
Designations
  • Certified Financial Planner

View on SEC IAPD

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Nearby Investors

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CLAYTON ROBERT GIBSON

Nearby Offices

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CERITY PARTNERS LLC · SANTA BARBARA, CA
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