Mission Trails Financial

Mission Trails Financial (CRD# 173836) is a financial advisory firm headquartered in San Diego, CA. They manage $57,539,955 in 584 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    584
    ACCOUNTS
  • Average Account Value
    $98,527
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Mission Trails Financial
Showing 1 - 6 of 6 top financial advisors.
1
Brigand W. Kline
CRD#: 4478155
591 Camino De La Reina, Suite 730, San Diego, CA 92108
96
Wealthminder
score

Brigand Kline (CRD# 4478155) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 16 years of experience in the finance industry. Brigand Kline has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Steven F. Bliss
CRD#: 2847939
591 Camino De La Reina, Suite 730, San Diego, CA 92108
93
Wealthminder
score

Steven Bliss (CRD# 2847939) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 21 years of experience in the finance industry.

3
Kristen N. Kline
CRD#: 4495810
591 Camino De La Reina, Suite 730, San Diego, CA 92108
93
Wealthminder
score

Kristen Kline (CRD# 4495810) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 16 years of experience in the finance industry.

4
John M. Kevan
CRD#: 6152130
Lahaina, HI
90
Wealthminder
score

John Kevan (CRD# 6152130) is an Investment Advisor Representative working at Mission Trails Financial in Lahaina, HI and has over 4 years of experience in the finance industry.

5
Kimberly L. Schwarz
CRD#: 6768908
San Diego, CA
87
Wealthminder
score

Kimberly Schwarz (CRD# 6768908) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has 1 year of experience in the finance industry.

6
Laila Thompson
CRD#: 6021558
591 Camino De La Reina, Suite 730, San Diego, CA 92108
81
Wealthminder
score

Laila Thompson (CRD# 6021558) is an Investment Advisor Representative working at Mission Trails Financial in San Diego, CA and has over 6 years of experience in the finance industry.

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