Kristen Elyssa Taylor

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

• 10/2012 → 06/2018
  Montcalm Tcr Llc
  San Francisco, CA
• 07/2018 → 01/2019
  Mission Wealth Management, Lp
  San Francisco, CA
• 01/2019 → Present
  Mission Wealth Management, Lp
  San Francisco, CA

Previous Registrations

• 2012-10-25 → 2018-07-17
  Montcalm Tcr Llc
  San Francisco, CA
• 2009-06-01 → 2012-10-19
  Morgan Stanley
  San Francisco, CA
• 2007-03-19 → 2009-06-01
  Morgan Stanley & Co. Llc
  San Francisco, CA

Exams

• S66 Uniform Combined State Law Examination
  2007-03-16

Designations

• Certified Financial Planner

Other Names

• Kristen Lehman
• Kristen Elyssa Lehman