Erik Kimoto
Erik Kimoto is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Manhattan Beach, CA, with 22 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
3300 N Sepulveda Blvd, Manhattan Beach, CA, 90266
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2024Other Business Activities
Erik is a member and property manager of 915 Park View LLC, a rental property in Torrance, CA. He spends minimal time on this activity.
Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
U.S. Bancorp Advisors, LLCBroker
Previous Registrations
Hsbc Securities (USA) INC.Broker
Hsbc Securities (USA) INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations15 states
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.