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Sean Kai Ohashi

Mission Financial Group, LLC

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About Sean Kai Ohashi

Sean Kai Ohashi is a financial advisor with Mission Financial Group, LLC, in Honolulu, HI. Sean is a registered representative in the state of Hawaii and several other states. Sean has over 10 years of experience in the financial industry, working in various positions including at Edward Jones. Sean holds the Series 7 and Series 66 licenses. Sean specializes in providing financial planning and portfolio management for individuals and businesses. Sean is passionate about helping clients achieve their financial goals.

Firm Information

Sean Ohashi is currently registered with Mission Financial Group, LLC. Mission Financial Group, LLC is a financial advisory firm headquartered in Honolulu, Hawaii. They offer financial planning, pension consulting, and portfolio management services for individuals, high-net-worth individuals, pension and profit-sharing plans, corporations, and charitable organizations. They manage approximately $232,821,170 in assets under management, with a focus on discretionary management. They are registered with the SEC under the Investment Advisers Act of 1940.
Mission Financial Group, LLC

1240 ALA MOANA BLVD

HONOLULU, HI 96814

$232.82M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Sean Ohashi’s Registration & Firm History

HI

09/18/2024 - Present

Mission Financial Group, LLC (HONOLULU HI)

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Licenses & Designations

BOTH

Issued 10/23/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/05/2013

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

NYSE American LLC

N

Nasdaq Stock Market

N

New York Stock Exchange

Disclosures

There are no public disclosures for Sean Kai Ohashi.
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