Honolulu, HI 1003 Bishop St Office

Team
Updated today
LPL Financial logo

LPL Financial

Institution

Firm-wide stats for LPL Financial

Total advisors

22,817

Across 10,462 offices

Clients per advisor

86 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

LPL Financial is a national broker‑dealer and SEC‑registered investment adviser that delivers advisory and brokerage services through a network of investment adviser representatives to individuals, retirement plan participants, banks, trust companies and other institutions. Its offerings include financial planning, wrap and model portfolio programs, third‑party asset management (TAMP) access, participant‑level retirement advice (IPA and OPA), and institutional platforms such as the Bank Wealth Program.

Advice and account management are provided primarily by IARs who may implement LPL Research model portfolios, third‑party subadvisors, or customized strategies on either a discretionary or non‑discretionary basis, with options spanning strategic and tactical allocations, direct indexing and alternative exposures. The brochure notes LPL’s use of machine‑learning and other advisor‑facing tools for operational and research support while stating those systems are not used to make investment decisions for clients.

What distinguishes LPL from many peers is the scale and breadth of its non‑advisory financial activities alongside its advisory platform—an affiliated insurance agency, a firm‑offered Secured Credit Account and credit‑card arrangements, and various recordkeeping and bank partnerships—combined with oversight of over $819 billion in discretionary assets and more than 22,800 advisors. The firm’s brochure also discloses multiple regulatory enforcement matters and indicates it does not advertise hypothetical performance in its materials.

Based on LPL Financial

Expertise

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities

Based on LPL Financial

Occupation focus

Retired Founder/Business Owner Executive

Based on LPL Financial

Location

1003 Bishop St, Pauahi Tower, Ste 880

Honolulu HI 96813-6426

Advisors at this office

9

Advisors at this office

user avatar

Kenneth K

CFP®, Series 63

Honolulu, HI

LPL Financial

Kenneth Kaneshiro is a CFP®-certified financial advisor with 32 years of industry experience, currently serving at LPL Financial since 2010. He previously worked at Principal Financial Services from 2006 to 2010. Beyond his advisory role, Kaneshiro is associated with several business entities, including Kaneshiro Tokushige & Associates and Advanced Compensation Consultants. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a wide range of investment solutions, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Aileen Y

Series 63, Series 65

Honolulu, HI

LPL Financial

Aileen Yoshida is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. Her prior roles include positions at Wells Fargo Advisors Financial Network and Morgan Stanley DW Inc. She operates an investment-related business entity, Worthington Sisters, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies, supported by technology tools, while managing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Arianna C

Series 66

Honolulu, HI

LPL Financial

Arianna Cagle is a financial advisor with LPL Financial, holding a Series 66 designation and currently based in Honolulu, HI. She has been with LPL Financial and Retirement Partners of Hawaii since 2025. Her previous work experience includes roles at MTS Systems Corporation, Target, and several other employers across various industries. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Owen Y

Series 63, Series 65

Honolulu, HI

LPL Financial

Owen Yamamura is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 credentials and 27 years of industry experience. His prior roles include positions at Cetera Advisors LLC, First Allied Advisory Services, and an earlier tenure at LPL Financial. Yamamura is involved in nonprofit activities, including work with the PCI Scholarship Fund and a donor-advised fund through Vanguard. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Scott M

Series 65, Series 63

Honolulu, HI

LPL Financial

Scott Matsumoto is a financial advisor with LPL Financial in Honolulu, HI, holding Series 65 and Series 63 credentials and bringing 31 years of industry experience. He previously worked for Mutual of America Securities Corporation and Mutual of America Life Insurance Company from 2009 to 2024. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with a focus on diverse investment strategies supported by proprietary research and technology tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Jarrett I

ChFC®, Series 63, Series 65

Honolulu, HI

LPL Financial

Jarrett Imamura is a financial advisor with LPL Financial in Honolulu, HI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including prior roles at Cetera, American Savings Bank, Principal Financial Services, and New England Securities. He is also involved in non-variable insurance activities specializing in fixed annuities, life, and disability insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Heeyeon K

Series 66

Honolulu, HI

LPL Financial

Heeyeon Kim is a financial advisor with LPL Financial, holding a Series 66 designation and 12 years of industry experience. Prior to joining LPL Financial in 2018, Kim worked at Summit Financial Group Inc, Summit Brokerage Services, Inc., and Hawaii Financial Advisors, Inc. Kim is also involved with Synergy Tax & Accounting LLC, a tax preparation and accounting business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Michael T

Series 63, Series 65

Honolulu, HI

LPL Financial

Michael Tokushige is a financial advisor at LPL Financial with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at LPL Financial since 2010, following three years at Principal Financial Services. He is associated with Kaneshiro Tokushige & Associates, LLC, which operates as Retirement Partners of Hawaii. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
user avatar

Gregory M

CFP®, Series 63, Series 66

Honolulu, HI

LPL Financial

Gregory Micco is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial. His prior experience includes roles at Cetera Advisors LLC, First Allied Advisory Services, and Merrill. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives, offering a range of financial planning and portfolio management services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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