BK
CFP · PFS
BK
CFP · PFS

Bruce Kajiwara

40 Years of Experience
Sacramento, CA
BrokerSells Insurance

Bruce Kajiwara is a CFP, PFS-designated registered investment advisor at Wells Fargo Advisors, based in Sacramento, CA, with 40 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Sacramento, CA

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Bruce sells fixed insurance (life, disability, and annuities) with various companies, dedicating a few hours per week. He also owns rental properties and dedicates minimal time to online banking referrals and financial literacy organizations.

Employment History
Current Registrations
Wells Fargo Advisors Financial Network, LLCBroker
May 2025 - Present · 1 yr
Wells Fargo Advisors
May 2025 - Present · 1 yr
Previous Registrations
Cetera Investment Advisers LLC
June 2023 - May 2025 · 1 yr 11 mos
Cetera Advisor Networks LLC
January 2003 - June 2023 · 20 yrs 5 mos
Cetera Advisor Networks LLCBroker
December 2002 - May 2025 · 22 yrs 5 mos
Royal Alliance Associates, INC.
July 1997 - December 2002 · 5 yrs 5 mos
Royal Alliance Associates, INC.Broker
February 1995 - December 2002 · 7 yrs 10 mos
Securities America, INC.Broker
November 1992 - January 1995 · 2 yrs 2 mos
Keogler, Morgan & Company, INC.Broker
January 1991 - November 1992 · 1 yr 10 mos
Royal Alliance Associates, INC.Broker
November 1989 - January 1991 · 1 yr 2 mos
Integrated Resources Equity CorporationBroker
February 1986 - November 1989 · 3 yrs 9 mos
State Registrations21 states
AZCACOFLHIIDILKSMAMNMTNVOHORPAPRSCSDTXUTWA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Bruce Kajiwara - Financial Advisor | TrueAdvisor