Oliver Schulten

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

• 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

• S65 Uniform Investment Adviser Law Examination
  2023-04-25