Cody Momohara
Cody Momohara is a CFP-designated registered investment advisor at Planmember Securities Corporation, based in Mililani, HI, with 15 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 68,678 clients with $9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
PlanMember Elite Program also charges a 0.20% administrative fee. Total fee for PlanMember Elite is 0.90%. The fee is for either the PlanMember Elite Program or the Scarborough Investment Advisory Accounts.
Fee Estimator
Location
95-119 Kamehameha Hwy, Suite A, Mililani, HI, 96789-3393
Get directionsHistory
Regulatory History
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
Cody works as a non-producing licensed sales assistant for Chinen & Arinaga Financial Group, assisting financial center representatives with selling securities and insurance products. This activity takes nearly full-time hours.
Employment History
Current Registrations
Planmember Securities CorporationBroker
Planmember Securities Corporation
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Symetra Investment Services, INC.Broker
State Registrations1 state
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.