KY
KY

Kyle Yanabu

19 Years of Experience
Honolulu, HI
BrokerSells Insurance

Kyle Yanabu is a registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 19 years of industry experience. Kyle 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

745 Fort Street, 1614, Honolulu, HI, 96813

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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 ActivitiesSells Insurance

Kyle works as a financial advisor at Hawaii Financial Advisors, Inc., dedicating full-time hours to providing financial planning services. He is also an independent agent for Highland Capital Brokerage, spending a few hours per week assisting clients with fixed insurance solutions, including term, group term, cash value, and long-term care insurance.

Employment History
Current Registrations
Cetera Investment Advisers LLC
June 2023 - Present · 2 yrs 11 mos
Cetera Wealth Services, LLC
September 2019 - Present · 6 yrs 8 mos
Cetera Wealth Services, LLCBroker
September 2019 - Present · 6 yrs 8 mos
Previous Registrations
Cetera Advisor Networks LLC
May 2021 - June 2023 · 2 yrs 1 mo
Summit Financial Group INC
September 2016 - May 2021 · 4 yrs 8 mos
Vsr Financial Services, INC.Broker
September 2016 - November 2016 · 2 mos
Vsr Advisory Services
September 2016 - November 2016 · 2 mos
Summit Brokerage Services, INC.Broker
September 2016 - September 2019 · 3 yrs
Vsr Advisory Services
November 2014 - September 2016 · 1 yr 10 mos
Vsr Financial Services, INC.Broker
November 2014 - September 2016 · 1 yr 10 mos
Questar Asset Management, INC.
November 2011 - November 2014 · 3 yrs
Questar Capital CorporationBroker
November 2011 - November 2014 · 3 yrs
Signator Investors, INC.
August 2008 - November 2011 · 3 yrs 3 mos
Signator Investors, INC.Broker
October 2006 - November 2011 · 5 yrs 1 mo
State Registrations4 states
HIMANVOR
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.