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Tarren Nathaniel Schaar

Mission Wealth Management, LP

San Francisco, CA

CRD 6174073

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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
CA RA APPROVED 2024-10-29
  • CA RA
    APPROVED
    Since 2024-10-29

Branch Locations

San Francisco, CA • 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
Jlfranklin Wealth Planning San Rafael CA 03/2008 10/2024
Jlfranklin Wealth Planning, Llc San Rafael CA 01/2022 10/2024
Mission Wealth Management, Lp Santa Barabara CA 10/2024 Present
  • 03/2008 → 10/2024
    Jlfranklin Wealth Planning
    San Rafael, CA
  • 01/2022 → 10/2024
    Jlfranklin Wealth Planning, Llc
    San Rafael, CA
  • 10/2024 → Present
    Mission Wealth Management, Lp
    Santa Barabara, CA
Previous Registrations
  • 2013-03-25 → 2024-12-31
    Jlfranklin Wealth Planning
    San Rafael, CA
    San Mateo, CA
    San Francisco, CA
Designations
  • Certified Financial Planner

View on SEC IAPD

More in San Francisco, CA

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