Honolulu, HI 1585 Kapiolani Blvd Office

Team
Updated today

Client AUM

$784,160,312,190

Clients

1,962,908

Advisors

22

Of 22,678 advisors across 10,418 offices

Location

1585 Kapiolani Blvd Ste 1188

Honolulu HI 96814

Advisors at this office

22

Advisors at this office

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John A

Series 63, Series 65

Honolulu, HI

LPL Financial

John Araki is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, financial planning, retirement consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by proprietary research and third-party models.

College savings (529s, UTMA, etc.)
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Jewels O

CFP®, Series 63, Series 65

Honolulu, HI

LPL Financial

Jewels Oliquiano is a CFP®-certified financial advisor with five years of industry experience. She is currently with LPL Financial and has previously worked at Range Advisory, Coldstream Wealth Management, Brighton Jones, New York Life, and Bank of Hawaii. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

College savings (529s, UTMA, etc.)
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Gordon S

Series 63

Honolulu, HI

LPL Financial

Gordon Sun is a financial advisor with LPL Financial based in Honolulu, HI, holding a Series 63 designation and bringing 33 years of industry experience. He has worked with Linsco Private Ledger since 2005 and operates an additional business under the name Anton Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting through a nationwide network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Cole N

Series 63, Series 65

Honolulu, HI

LPL Financial

Cole Nakada is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior roles include positions at Royal Alliance Associates, INC. and Signator Investors Inc. He operates under the DBA Pacific Wealth Consultants for his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services, utilizing both discretionary and non-discretionary portfolio management supported by internal and third-party research.

College savings (529s, UTMA, etc.)
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Yan L

Series 66

Honolulu, HI

LPL Financial

Yan Li is a financial advisor with LPL Financial based in Honolulu, HI, holding a Series 66 license and with 16 years of industry experience. Yan has worked at several firms, including National Planning Corporation and Janell Israel and Associates, and is a member-owner of Pacific Financial Navigators, a tax preparation and accounting business. Yan also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios from multiple sources.

College savings (529s, UTMA, etc.)
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Alan K

Series 63

Honolulu, HI

LPL Financial

Alan Kodama is a financial advisor with LPL Financial, holding a Series 63 designation and 38 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for 16 years before joining LPL Financial in 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of advisers. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and model portfolio management, supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Sean K

Series 66

Honolulu, HI

LPL Financial

Sean Kauhini is a financial advisor at LPL Financial with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise and Bank of Hawaii. Outside of finance, Kauhini is involved in music publishing and promotion through his business, Sean Kauhini Music, and participates as a choir member at the Cathedral of St Andrew and The Queen's Singers in Honolulu. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from various sources.

College savings (529s, UTMA, etc.)
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Benjamin B

Series 63, Series 65

Honolulu, HI

LPL Financial

Benjamin Benzaken is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with LPL Financial since 2009. Outside of finance, Benzaken serves as the Hawaii Director of Self Defense Krav Maga. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing model portfolios and research from both internal and third-party sources.

College savings (529s, UTMA, etc.)
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Thomas L

Series 63

Honolulu, HI

LPL Financial

Thomas Lodico is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 34 years of industry experience. He worked at Ameriprise Financial Services, Inc. for 29 years before joining LPL Financial in 2021. He also operates an investment-related business, Pacstar Financial Group. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Helen C

Series 66

Honolulu, HI

LPL Financial

Helen Chang is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 20 years of industry experience. She has been with LPL Financial since 2016 and is also employed by Dr. Flora Medina-Manuel M.D., Inc. outside of her advisory role. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of advisers. The firm provides a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Kevin T

CFP®, Series 66

Honolulu, HI

LPL Financial

Kevin Tang is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial since 2015. He holds a Series 66 license and is based in Honolulu, HI. Outside of his advisory work, he is involved in fixed life insurance and annuities as well as long-term care and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by research from internal and third-party sources.

College savings (529s, UTMA, etc.)
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Brian K

Series 63, Series 66

Honolulu, HI

LPL Financial

Brian Kawano is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at Royal Alliance Associates, Inc., Signator Investors Inc., and Selective Sales and Service. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services with discretionary and non-discretionary management supported by research and model portfolios.

College savings (529s, UTMA, etc.)
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John J

Series 63, Series 65

Honolulu, HI

LPL Financial

John Jovanovich is a financial advisor with LPL Financial in Honolulu, HI, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He previously worked at National Planning Corporation for eight years before joining LPL Financial in 2017. Outside his advisory role, he is involved as an insurance agent and owns a tax preparation and accounting firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology-driven investment strategies.

College savings (529s, UTMA, etc.)
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Leo K

CFP®, ChFC®, Series 63, Series 65

Honolulu, HI

LPL Financial

Leo Kauhini is a financial advisor with LPL Financial in Honolulu, Hawaii, holding CFP® and ChFC® designations and possessing 20 years of industry experience. His prior experience includes roles at Royal Alliance Associates, Inc. and Signator Investors, Inc. Kauhini is also involved in non-variable insurance sales, offering fixed life, disability, and long-term care products. LPL Financial is an SEC-registered investment adviser and broker‑dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management strategies supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Roselyn A

Series 66

Honolulu, HI

LPL Financial

Roselyn Antonio is a financial advisor at LPL Financial with six years of industry experience. She has worked at LPL Financial since 2021 and previously spent 14 years at Ameriprise Financial Services. In addition to her advisory work, she has coached at Mililani High School since 1997 and serves as a notary. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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