Stephanie Ann fumie Kuwaye
Investment adviser representative at Cetera Planning Partners
13 yearsExperience
2 statesRegistered in
$4.2BFirm assets
22 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 assetsFixed 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
13 years in the industry.
- Cetera Wealth Services LLCJun 2026 to now
- Cetera Planning PartnersMay 2024 to now
- Lee Financial Recordkeeping, Inc.Dec 2015 to Dec 2023
- Lee Financial Securities, Inc.Dec 2015 to Dec 2023
- Lee Financial Group Hawaii, Inc.Jun 2013 to May 2024
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (HI, KS).
Cetera Planning Partners
Legal name: The Retirement Planning Group, LLC
$4.2BAssets managed
4,849Clients
322Advisers
22 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
- 6215403
- Firm CRD
- 129625