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Financial Planning Hawaii, Inc. CRD 153930
$382M regulatory AUM 13 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
677 Ala Moana Blvd. Suite 605, Honolulu, HI 96813 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| HI | RA | APPROVED | 2026-02-24 |
Branch Locations
677 Ala Moana Blvd. Suite 605, Honolulu, HI 96813 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Financial | Kailua | HI | 08/2016 | 05/2020 |
| Thrivent Investment Management Inc | Scottsdale | AZ | 11/2016 | 05/2020 |
| Raymond James Financial Services, Inc | Honolulu | HI | 11/2020 | 02/2021 |
| Raymond James Financial Services Advisors, Inc | Honolulu | HI | 11/2020 | 02/2021 |
| First Hawaiian Bank | Honolulu | HI | 11/2020 | 02/2021 |
| First Hawaiian Advisors | Honolulu | HI | 11/2020 | 02/2021 |
| Unemployed | Honolulu | HI | 06/2020 | 11/2020 |
| Guardian Life Insurance Company | Honolulu | HI | 02/2021 | 12/2021 |
| Park Avenue Securities | Honolulu | HI | 02/2021 | 12/2021 |
| J.W. Cole Financial, Inc. | Tampa | FL | 01/2022 | 10/2023 |
| J.W. Cole Advisors, Inc. | Tampa | FL | 01/2022 | 10/2023 |
| Financial Planning Hawaii | Honolulu | HI | 01/2022 | 03/2024 |
| University Of Hawaii | Honolulu | HI | 03/2024 | 10/2025 |
| University Of Hawaii | Honolulu | HI | 10/2025 | Present |
| Financial Planning Hawaii | Honolulu | HI | 02/2026 | Present |
University of Hawaii/not investment-related/Honolulu, HI/Fiscal Specialist at Athletics Business Office/Oct 2025/approximately 160 hours per month and during trading hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-06 |
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