Kent T. Okamura
Investment adviser representative at Planmember Securities Corporation
11 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 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 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.
- Planmember Securities CorporationFeb 2025 to now
- Chinen & Arinaga Financial GroupOct 2024 to now
- Yohei Sushi RestaurantJul 2023 to now
- Amway Corporation dba Wide Island ViewOct 2022 to now
- Open CourtJan 2022 to now
- Cafe Morey'sJul 2022 to Nov 2022
- Ichiriki RestaurantJan 2022 to Jul 2023
- Teppan TakumiApr 2021 to Oct 2021
- Suishin Culinary SchoolMar 2020 to Apr 2021
- Koyo High SchoolJan 2015 to Mar 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
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
- 8001062
- Firm CRD
- 11869