Cody H. Momohara
Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$10.1BFirm assets
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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 feeCommissions
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.
- Chinen & Arinaga Financial GroupFeb 2025 to now
- Planmember Securities CorporationFeb 2025 to now
- LPL Financial, LLCOct 2020 to Dec 2024
- Tao Investments Hawai'iAug 2019 to Dec 2024
- Tsukazaki & Associates LLCOct 2014 to Dec 2024
- Commonwealth Financial NetworkOct 2014 to Oct 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2010
- Series 65 · Uniform Investment Adviser Law2013
State registrations
Registered as an investment adviser representative in 1 state (HI).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 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
- 5774770
- Firm CRD
- 11869