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CFP
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CFP

Gregg Kobashigawa

Ameriprise Financial Services, LLC
35 Years of Experience
Riverside, CA
Broker
View SEC Summary
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Gregg Kobashigawa is a CFP-designated registered investment advisor at Ameriprise Financial Services, LLC, based in Riverside, CA, with 35 years of industry experience. Gregg is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B in assets under management.

Ameriprise Financial Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12955 advisors
Number of Clients
1,386,329 clients
Average Client Portfolio
$476K average
Assets Under Management
$660.5B

Fee Structure

Minimum Investment:$2K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

5055 Canyon Crest Dr Ste 213, Riverside, CA, 92507

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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 Activities

Gregg has ownership stakes in multiple businesses, including YYA Group LLC, Szchlippelbeari Group Inc, OK Limited Inc, and Gregg M. Kobashigawa, CPA A Prof Corp. These activities involve accounting, consulting, tax preparation, and managing a business that is out of business but remains on active status, each requiring minimal time commitment.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
December 1997 - Present · 28 yrs 10 mos
Ameriprise Financial Services, LLC
September 1991 - Present · 35 yrs 1 mo
Ameriprise Financial Services, LLCBroker
September 1991 - Present · 35 yrs 1 mo
Previous Registrations
Ids Life Insurance CompanyBroker
September 1991 - July 2006 · 14 yrs 10 mos
State Registrations8 states
AZCAFLGAHINVTXWA
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.
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