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Scott William Ranby

Mission Wealth Management, LP

Denver, CO

CRD 6100316

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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
CO RA APPROVED 2025-02-24
  • CO RA
    APPROVED
    Since 2025-02-24

Branch Locations

2128 W. 32Nd Ave, Denver, CO 80211 • 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
Kuhn Advisors, Inc. Denver CO 05/2014 02/2025
Mission Wealth Management, Lp Santa Barbara CA 02/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-11-19
  • S65 Uniform Investment Adviser Law Examination
    2012-11-19
Designations
  • Certified Financial Planner

View on SEC IAPD

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