Kevin Onizuka is a registered investment advisor at LPL Financial LLC, based in Santa Rosa, CA, with 15 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
2763 4th St, Santa Rosa, CA, 95405
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kevin operates Redwood Wealth Management as a DBA for his LPL business. He also owns GarRob LLC, a real estate rental business, since May 2024.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
State Registrations21 states
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