Allison Modrak
Investment Adviser Representative at Mission Wealth Management, LP
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Allison Modrak is an investment adviser representative with Mission Wealth Management, LP in Scottsdale, AZ, where they have been registered since 2026. They have worked in the securities industry since 2020 and have been registered with 4 firms, including Allworth Financial, L.P. and Northwestern Mutual Investment Services,llc. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Arizona.
Office
Advisors at this office: 3
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Arizona
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Luke MadsenJan 2022 – Mar 2022Gilbert, AZ
- US BankFeb 2016 – May 2019Milwaukee, WI
- BairdMay 2018 – Oct 2020Milwaukee, WI
- CLAOct 2020 – Jan 2022Stevens Point, WI
- Luke MadsenMar 2022 – Feb 2024Seattle, WA
- Northwestern Mutual Investment Services LLCMar 2022 – Feb 2024Seattle, WA
- Keith FoeSep 2022 – Feb 2024Seattle, WA
- Kevin KentSep 2022 – Feb 2024Seattle, WA
- Northwestern Mutual Wealth Management CompanyJul 2023 – Feb 2024Milwaukee, WI
- AW SecuritiesFeb 2024 – Jan 2026Folsom, CA
- Allworth FinancialFeb 2024 – Jan 2026Folsom, CA
- Mission Wealth Management, LPJan 2026 – no end date reportedSanta Barbara, CA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mission Wealth Management, LP
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $1,000,000 (waivable)
- First $5,000,0001.00%
- From $5,000,001 - $15,000,0000.85%
- From $15,000,001 - $25,000,0000.75%
- Over $25,000,0000.50%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- No disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 135
- Offices listed on AdvisorFinder:
- 37
- Main office:
- Santa Barbara, CA
- SEC file number:
- 801-61230
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of September 28, 2026
View full firm profileOther advisors at Mission Wealth Management, LP
Showing 12 of 135 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Allison Modrak has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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