Donny Jordan Hopoi
Investment adviser representative at Continuum Advisory, LLC
10 yearsExperience
1 stateRegistered in
$1.9BFirm assets
10 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
10 years in the industry.
- Continuum Advisory, LLCApr 2024 to now
- Osaic WealthOct 2023 to now
- Wealth Management AssociatesOct 2023 to now
- The 401k SourceApr 2021 to Oct 2023
- American National InsuranceJul 2020 to Jul 2021
- Donny Hopoi LLCMay 2019 to Aug 2020
- Boise State UniversityMay 2016 to May 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (ID).
Continuum Advisory, LLC
$1.9BAssets managed
3,461Clients
40Advisers
10 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
- 7707415
- Firm CRD
- 283155