CK
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Corey Kamehaiku

8 Years of Experience
Sacramento, CA
Broker

Corey Kamehaiku is a registered investment advisor at Cetera Investment Advisers LLC, based in Sacramento, CA, with 8 years of industry experience. Corey 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

1817 Maryal Drive, Suite 200, Sacramento, CA, 95864

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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 Activities

Corey operates Woodcreek Wealth Management as a DBA for financial services. This takes about a quarter of Corey's time, including a significant portion during trading hours.

Employment History
Current Registrations
Cetera Investment Advisers LLC
January 2023 - Present · 3 yrs 4 mos
Cetera Advisors LLC
September 2022 - Present · 3 yrs 8 mos
Cetera Advisors LLCBroker
September 2022 - Present · 3 yrs 8 mos
Previous Registrations
First Allied Securities, INC.Broker
October 2018 - September 2022 · 3 yrs 11 mos
First Allied Securities, INC.Broker
April 2017 - May 2018 · 1 yr 1 mo
State Registrations9 states
AZCACOIDMTNMNVTXWA
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.
Corey Kamehaiku - Financial Advisor | TrueAdvisor