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Keone James Machida

Ameriprise Financial Services, LLC

Honolulu, HI

CRD 7172692

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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-03-05
  • HI RA
    APPROVED
    Since 2024-03-05

Branch Locations

1585 Kapiolani Blvd Ste 1100, Honolulu, HI 96814-4523 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chuck's Steakhouse Honolulu HI 04/2016 06/2018
Fort Ruger Market Honolulu HI 06/2018 01/2019
New York Life Honolulu HI 01/2019 05/2020
Newyork Life Honolulu HI 05/2020 03/2021
Ameriprise Financial Services Honolulu HI 03/2021 03/2021
Ameriprise Financial Services, Llc Honolulu HI 03/2020 03/2020
Ameriprise Financial Services, Llc. Honolulu HI 03/2021 Present
  • 04/2016 → 06/2018
    Chuck's Steakhouse
    Honolulu, HI
  • 06/2018 → 01/2019
    Fort Ruger Market
    Honolulu, HI
  • 01/2019 → 05/2020
    New York Life
    Honolulu, HI
  • 05/2020 → 03/2021
    Newyork Life
    Honolulu, HI
  • 03/2021 → 03/2021
    Ameriprise Financial Services
    Honolulu, HI
  • 03/2020 → 03/2020
    Ameriprise Financial Services, Llc
    Honolulu, HI
  • 03/2021 → Present
    Ameriprise Financial Services, Llc.
    Honolulu, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-04
  • S66 Uniform Combined State Law Examination
    2024-03-04
Other Names
  • Keone James Munetaka Machida

View on SEC IAPD

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Nearby Offices

REGENCY CAPITAL MANAGEMENT INC. · HONOLULU, HI
WEALTH ALIGNMENT PARTNERS, LLC · HONOLULU, HI
WELLS FARGO CLEARING SERVICES, LLC · HONOLULU, HI

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