TrueAdvisor
TrueAdvisor
BK
CFP
BK
CFP

Bob Tetsuya Kawabe

Valmark Advisers, INC.
31 Years of Experience
BrokerSells Insurance
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
Valmark Advisers, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
271 advisors
Number of Clients
13,685 clients
Average Client Portfolio
$612K average
Assets Under Management
$8.4B

Fee Structure

Financial Planning:Investment management only

Location

1003 Bishop Street, Suite 2700, Honoulul, HI, 96813

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Bob is involved with Kawabe & Associates, LLC, selling fixed insurance products and providing business planning/life coaching services. He also owns rental property.

Employment History
Current Registrations
Valmark Advisers, INC.
January 2021 - Present · 5 yrs 1 mo
Valmark Securities, INC.Broker
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
The Wealth Consulting Group
February 2016 - March 2021 · 5 yrs 1 mo
LPL Financial LLCBroker
August 2013 - February 2021 · 7 yrs 6 mos
LPL Financial LLC
August 2013 - September 2016 · 3 yrs 1 mo
NFP Securities, INC.
January 2007 - August 2013 · 6 yrs 7 mos
NFP Securities, INC.Broker
January 2007 - August 2013 · 6 yrs 7 mos
MML Investors Services, INC.
September 2003 - February 2007 · 3 yrs 5 mos
Kawabe & Associates, LLC
September 2002 - September 2003 · 1 yr
Kawabe & Associates, LLC
September 2002 - August 2002 · 0 mos
MML Investors Services, INC.
September 2002 - September 2002 · 0 mos
MML Investors Services, INC.Broker
August 2001 - February 2007 · 5 yrs 6 mos
Commonwealth Financial NetworkBroker
November 2000 - August 2001 · 9 mos
Sunamerica Securities, INC.Broker
July 2000 - November 2000 · 4 mos
Nylife Securities INC.Broker
May 1994 - July 2000 · 6 yrs 2 mos
Main Street Management CompanyBroker
June 1993 - November 1993 · 5 mos
State Registrations6 states
AZCAFLHIMANV
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bob Tetsuya Kawabe - Financial Advisor | TrueAdvisor