Best Investors Account Sign in
Inactive

Tonye Daye Wokoma

Mainsail Financial Group

Bellevue, WA

CRD 7739890

Claim This Profile
Employer firm

Mainsail Financial Group CRD 317970

$404M regulatory AUM 3 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Mainsail Financial Group

11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-10-21
AK RA APPROVED 2025-10-20
OR RA APPROVED 2025-10-20
CA RA APPROVED 2025-10-17
TX RA APPROVED_RES 2025-10-17
WA RA APPROVED 2025-10-16
  • NH RA
    APPROVED
    Since 2025-10-21
  • AK RA
    APPROVED
    Since 2025-10-20
  • OR RA
    APPROVED
    Since 2025-10-20
  • CA RA
    APPROVED
    Since 2025-10-17
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • WA RA
    APPROVED
    Since 2025-10-16

Branch Locations

11245 Se 6Th Street Suite 140, Bellevue, WA 98004 • 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
Lnw Wealth Management, Llc Seattle WA 11/2018 07/2025
Verus Investments Seattle WA 05/2018 11/2018
Unemployed Seattle WA 12/2016 05/2018
Segal Marco Advisors New York NY 06/2011 12/2016
Mainsail Financial Group, Llc Seattle WA 09/2025 Present
Mainsail Financial Group, Llc Bellevue WA 09/2025 Present
  • 11/2018 → 07/2025
    Lnw Wealth Management, Llc
    Seattle, WA
  • 05/2018 → 11/2018
    Verus Investments
    Seattle, WA
  • 12/2016 → 05/2018
    Unemployed
    Seattle, WA
  • 06/2011 → 12/2016
    Segal Marco Advisors
    New York, NY
  • 09/2025 → Present
    Mainsail Financial Group, Llc
    Seattle, WA
  • 09/2025 → Present
    Mainsail Financial Group, Llc
    Bellevue, WA
Previous Registrations
  • 2023-09-05 → 2025-06-10
    Lnw
    Seattle, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-05
  • S65 Uniform Investment Adviser Law Examination
    2023-09-05
Other Names
  • Tonye Wokoma

View on SEC IAPD

Nearby Firms

BASECAMP WEALTH ADVISORS, LLC
THREADLINE WEALTH
SCS

Nearby Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG

Nearby Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA

More in Bellevue, WA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor