CK
CFP
CK
CFP

Chikako Kashino

29 Years of Experience
Redondo Beach, CA
1 DisclosureBrokerSells Insurance

Chikako Kashino is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Redondo Beach, CA, with 29 years of industry experience. Chikako operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 584,487 clients with $160B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
10345 advisors
IM Fee
Planning only
Assets Under Management
$163.8B
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Location

Redondo Beach, CA

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History

Regulatory History (1)
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Customer Dispute
June 2017
Denied
Other Business ActivitiesSells Insurance

Chikako is an insurance agent selling life, health, disability, annuities, and long-term care insurance, dedicating a few hours per week. She also operates under the DBA Advanced Planning Solutions, Inc. as a financial advisor, spending about a quarter of her time on this.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLCBroker
January 2015 - Present · 11 yrs 4 mos
Previous Registrations
Cetera Advisor Networks LLC
January 2015 - June 2023 · 8 yrs 5 mos
Capital Guardian Wealth Management, LLC
November 2012 - January 2015 · 2 yrs 2 mos
Capital Guardian, LLCBroker
November 2012 - January 2015 · 2 yrs 2 mos
Woodbury Financial Services, INC.
February 2011 - November 2012 · 1 yr 9 mos
Woodbury Financial Services, INC.Broker
February 2011 - November 2012 · 1 yr 9 mos
Equity Services, INC.Broker
January 2008 - March 2011 · 3 yrs 2 mos
Esi Financial Advisors
January 2008 - March 2011 · 3 yrs 2 mos
Waddell & Reed, INC.
April 2005 - January 2008 · 2 yrs 9 mos
Waddell & Reed, INC.Broker
April 2005 - January 2008 · 2 yrs 9 mos
Mony Securities Corporation
November 2004 - March 2005 · 4 mos
Mony Securities CorporationBroker
July 2000 - March 2005 · 4 yrs 8 mos
Princor Financial Services CorporationBroker
July 1996 - August 2000 · 4 yrs 1 mo
State Registrations2 states
CANM
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.