AdFi
KW

Keaton William Krutenat

Investment Adviser Representative at Mission Wealth Management, LP

Santa Barbara, CACRD #7723757Investment Adviser Representative
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
3 yrs
Exams Passed
1

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Keaton William Krutenat is an investment adviser representative with Mission Wealth Management, LP in Santa Barbara, CA, where they have been registered since 2023, the year they entered the securities industry. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in California.

Office

1111 Chapala Street, 3rd Floor
Santa Barbara, CA 93101

Advisors at this office: 29

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Investment Adviser Representative
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 4/25/2023

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Mission Wealth Management, LPCurrent
4/25/2023 – Santa Barbara, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Mission Wealth Management, LP
    Jul 2021 – Jul 2024Santa Barbara, CA
  2. Integrated Procurement Technologies
    Jun 2016 – Aug 2020Goleta, CA
  3. Pepperdine Univeristy
    Aug 2017 – Jun 2021Malibu, CA
  4. Dos Pueblos Highschool
    Sep 2013 – Jun 2017Goleta, CA
  5. Mission Wealth Management, LP
    Jul 2024 – 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)
Firm's annual rate schedule by assets
  • 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

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporationsOther

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 profile

Other advisors at Mission Wealth Management, LP

Showing 12 of 135 in the directory

View Mission Wealth Management, LP firm profile

Similar advisors in Santa Barbara, CA

Other advisors whose filed branch office is in the same city.

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keaton William Krutenat 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.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

Find the right advisor for you

Take the free 3-minute assessment to get matched with advisors who fit your goals.

Get Matched
Keaton William Krutenat (Mission Wealth Management)