Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keaton? Claim Your ProfileKeaton William Krutenat is a Registered Investment Advisor Representative associated with Mission Wealth Management, LP. Keaton William Krutenat is licensed in California. Keaton William Krutenat has been working in the financial industry since 2016 and is a member of the Mission Wealth Management, LP team since 2021. Keaton William Krutenat earned a Series 65 license on April 25, 2023. Mission Wealth Management, LP is a registered investment advisor firm headquartered in Santa Barbara, California.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Family wealth management
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
04/25/2023 - Present
Mission Wealth Management, LP (SANTA BARBARA CA)
IA
Issued 04/25/2023
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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