Kent Katsuo Tanaka
Investment adviser representative at Perennial Financial Services
21 yearsExperience
1 stateRegistered in
$2.5BFirm assets
9 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
Experience
21 years in the industry.
- Perennial Financial ServicesJan 2026 to now
- Perennial Investment Advisorsllc/dbaperennial Financial ServicesOct 2021 to now
- LPL Financial, LLCOct 2017 to now
- Integrated Wealth Concepts, LLCOct 2019 to Oct 2021
- Lake Avenue Financial, LLCOct 2017 to May 2020
- Ameriprise Financial Services, Inc.Sep 2005 to Oct 2017
Exams passed
- Series 66 · Uniform Combined State Law1999
State registrations
Registered as an investment adviser representative in 1 state (CA).
Perennial Financial Services
Legal name: Perennial Investment Advisors, LLC
$2.5BAssets managed
3,229Clients
49Advisers
9 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
- 3227376
- Firm CRD
- 286477