Financial ADVSR advisor directory · SEC adviser records
Cetera Planning Partners financial advisors in Honolulu, HI
Every SEC-registered investment adviser representative at a Cetera Planning Partners office in Honolulu, A to Z.
4 registered advisors work at Cetera Planning Partners in Honolulu, out of 309 at the firm nationwide; it ranks number 31 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Cetera Planning Partners advisors in Honolulu, A to Z
Every Cetera Planning Partners advisor →- Sarah KleinschmidtInvestment adviser rep
- Stephanie A. KuwayeInvestment adviser rep
- Kathy L. LumInvestment adviser rep
- Charlotte K. Teruya-WestcottInvestment adviser rep
Cetera Planning Partners advisors in every city and state →Cetera Planning Partners: assets, clients and custodians →Cetera news and advisor moves →Advisor Moves: who changed firms this week →
Cetera Planning Partners advisors in other cities
Leawood, KS 35Dubuque, IA 20Lafayette, LA 20Rapid City, SD 7Seven Fields, PA 7Dallas, TX 6Houston, TX 6Parsippany, NJ 6Algona, IA 5Cranford, NJ 5Evansville, IN 5Danville, CA 4El Segundo, CA 4Greensboro, NC 4Indianapolis, IN 4
Other firms in Honolulu
All Honolulu advisors →Ameriprise Financial Services, LLC 85Morgan Stanley 78LPL Financial LLC 76Cetera Investment Advisers LLC 52Merrill Lynch, Pierce, Fenner & Smith Incorporated 46Osaic Wealth, Inc. 43Raymond James Financial Services Advisors, Inc. 31Wells Fargo Clearing Services, LLC 31Edward Jones 25Equitable Advisors, LLC 25Park Avenue Securities LLC 25UBS Financial Services Inc. 21
Questions
How many financial advisors does Cetera Planning Partners have in Honolulu?
4 investment adviser representatives are registered at Cetera Planning Partners offices in Honolulu, Hawaii, according to the SEC's Investment Adviser Public Disclosure records, out of 309 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Cetera Planning Partners one of the largest advisor employers in Honolulu?
Cetera Planning Partners ranks number 31 in Honolulu by registered advisors; Ameriprise Financial Services, LLC has the most, with 85.
How do I check a Cetera Planning Partners advisor in Honolulu?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Cetera Planning Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.