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Oliver Schulten

Mission Wealth Management, LP

Santa Barbara, CA

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Current Employers
Mission Wealth Management, Lp

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-05-01
  • CA RA
    APPROVED
    Since 2023-05-01

Branch Locations

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
University Of California, Santa Barbara Goleta CA 05/2019 04/2023
Student Seal Beach CA 05/2013 05/2019
Tsg Wealth Management Long Beach CA 07/2021 09/2021
Mission Wealth Management, Lp Santa Barbara CA 07/2022 Present
  • 05/2019 → 04/2023
    University Of California, Santa Barbara
    Goleta, CA
  • 05/2013 → 05/2019
    Student
    Seal Beach, CA
  • 07/2021 → 09/2021
    Tsg Wealth Management
    Long Beach, CA
  • 07/2022 → Present
    Mission Wealth Management, Lp
    Santa Barbara, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-04-25
  • S65 Uniform Investment Adviser Law Examination
    2023-04-25

View on SEC IAPD

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Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
CERITY PARTNERS LLC · SANTA BARBARA, CA
J.P. MORGAN SECURITIES LLC · SANTA BARBARA, CA
SAFEGUARD INVESTMENT ADVISORY GROUP, LLC · Santa Barbara, CA
KINGSWOOD WEALTH ADVISORS, LLC · Santa Barbara, CA
MORGAN STANLEY · Santa Barbara, CA
LPL FINANCIAL LLC · SANTA BARBARA, CA

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