KI
KI

Kozue Igarashi

3 Years of Experience
Gardena, CA
Broker

Kozue Igarashi is a registered investment advisor at U.S. Bancorp Advisors, LLC, based in Gardena, CA, with 3 years of industry experience. Kozue operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Retirement Planning. Their firm serves 3,279 clients with $1.5B in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1140 advisors
IM Fee
Planning only
Assets Under Management
$1.5B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

15800 S Western Ave, Gardena, CA, 90247

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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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Employment History
Current Registrations
U.S. Bancorp Advisors, LLC
January 2023 - Present · 3 yrs 4 mos
U.S. Bancorp Advisors, LLCBroker
October 2022 - Present · 3 yrs 7 mos
State Registrations18 states
AZCADEHIIDILMDMIMONJNMNVNYOHORTXWAWY
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.