Kylen Yamakawa
Kylen Yamakawa is a CFP-designated registered investment advisor at Cetera Investment Advisers LLC, based in Honolulu, HI, with 10 years of industry experience. Kylen is also registered as a broker, so some compensation may come from commissions on products sold. Their firm serves 813,961 clients with $260B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
745 Fort Street, 1614, Honolulu, HI, 96813
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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
Kylen provides financial and investment advice through Hawaii Financial Advisors, taking up nearly all of his time. He also sells fixed insurance with various companies as an insurance agent, dedicating a few hours per week.
Employment History
Current Registrations
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Previous Registrations
Cetera Advisor Networks LLC
Summit Financial Group INC
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Summit Brokerage Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations8 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.
Exams
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