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KK
CFP
KK
CFP

Kenneth Kaneshiro

LPL Financial LLC
32 Years of Experience
Honolulu, HI
1 DisclosureBrokerSells Insurance
View SEC Summary
View SEC Summary

Kenneth Kaneshiro is a CFP-designated registered investment advisor at LPL Financial LLC, based in Honolulu, HI, with 32 years of industry experience. Kenneth is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B in assets under management.

LPL Financial LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
28221 advisors
Number of Clients
1,986,990 clients
Average Client Portfolio
$412K average
Assets Under Management
$819.1B

Fee Structure

Minimum Investment:$1K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.

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

Location

1003 Bishop St, Pauahi Tower, Ste 880, Honolulu, HI, 96813-6426

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History

Regulatory History (1)
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Criminal
May 1984
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Kenneth has several DBAs, including Kaneshiro Tokushige & Associates and Advanced Compensation Consultants. He also operates Retirement Partners of Hawaii, dedicating nearly full-time hours to this LPL business.

Employment History
Current Registrations
LPL Financial LLC
November 2010 - Present · 15 yrs 11 mos
LPL Financial LLCBroker
November 2010 - Present · 15 yrs 11 mos
Previous Registrations
Princor Financial Services Corporation
August 2006 - November 2010 · 4 yrs 3 mos
Princor Financial Services CorporationBroker
February 1994 - November 2010 · 16 yrs 9 mos
State Registrations10 states
CACOGAHIILNVORTNTXWA
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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