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TW

Tonye D. Wokoma

MAINSAIL FINANCIAL GROUP
Bellevue, WA 98004
Some features on this profile are disabled
CRD#: 7739890
TW

Professional summary

Tonye Daye Wokoma, who also goes by Tonye Wokoma, is a registered financial advisor currently at MAINSAIL FINANCIAL GROUP located in Bellevue, Washington.

Tonye is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Tonye has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Tonye Wokoma

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Tonye Daye Wokoma's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

October 16, 2025 - Present

MAINSAIL FINANCIAL GROUP

Office #1: 11245 Se 6th Street Suite 140, Bellevue, WA 98004
RIA
CRD#: 317970
Bellevue, WA
Past

September 5, 2023 - June 10, 2025

LNW

RIA
CRD#: 113400
SEATTLE, WA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
MF
MAINSAIL FINANCIAL GROUP
MAINSAIL FINANCIAL GROUP | MAINSAIL FINANCIAL GROUP, LLC

CRD#: 317970 / SEC#: 801-123307

RIA
Registered Investment Advisory firm - (2/25/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Alaska
(10/20/2025)
IAR
California
(10/17/2025)
IAR
New Hampshire
(10/21/2025)
IAR
Oregon
(10/20/2025)
IAR
Texas
(10/17/2025)
IAR
Washington
(10/16/2025)

Exams

State Security Law Exam
IAR
Series 65
Date: 9/5/2023
Uniform Investment Adviser Law Examination

Current Firm

MF
MAINSAIL FINANCIAL GROUP
MAINSAIL FINANCIAL GROUP | MAINSAIL FINANCIAL GROUP, LLC

CRD#: 317970 / SEC#: 801-123307

RIA
Registered Investment Advisory firm - (2/25/2022 Approved)
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Contact information

Main Address
11245 Se 6th Street Suite 140, Bellevue, WA 98004
Mailing Address
Phone number
(425) 502-7693
Established
Firm type
Fiscal year end
# of Employees
11

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

MAINSAIL FINANCIAL GROUP ADV BROCHURE (2/11/2025)

Regulatory assets under management

Total Number of Accounts892
AUM (Assets Under Management)$ 268,191,466

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

MAINSAIL FINANCIAL GROUP

CRD#: 317970Bellevue, WA 98004

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