Kyle Katsumi Kagimoto
Investment adviser representative at Cetera Investment Advisers LLC
11 yearsExperience
2 statesRegistered in
$256.8BFirm assets
42 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Cetera Investment Advisers LLCJan 2026 to now
- American Saving BankJan 2026 to now
- Cetera Investment Services LLCJan 2026 to now
- Central Pacific BankMar 2019 to now
- LPL FinancialllcMar 2019 to Jan 2026
- Raymond James Financial Services, IncDec 2017 to Mar 2019
- Cetera Investment Advisers LLCApr 2017 to Dec 2017
- American Savings BankDec 2016 to Dec 2017
- LPL Financial LLCDec 2016 to Apr 2017
- Morgan StanleySep 2015 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 2 states (HI, TX).
Cetera Investment Advisers LLC
$256.8BAssets managed
813,961Clients
10,109Advisers
42 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2925281
- Firm CRD
- 105644