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Owen Lahr

Andrews Advisory Associates, LLC

Honolulu, HI

CRD 7990221

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Employer firm

Andrews Advisory Associates, LLC CRD 118957

$269M regulatory AUM 1 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

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

Current Employers
Andrews Advisory Associates, Llc

1003 Bishop Street Suite 1808, Honolulu, HI 96813 • United States

Current Registrations

AuthorityCategoryStatusDate
HI RA APPROVED 2024-11-16
  • HI RA
    APPROVED
    Since 2024-11-16

Branch Locations

1003 Bishop Street Suite 1808, Honolulu, HI 96813 • 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
Andrews Advisory Associates Llc Honolulu HI 10/2023 Present
Kaneohe Yacht Club Kaneohe HI 06/2021 10/2023
Hawaii Boat Club Honolulu HI 08/2021 11/2022
Vector Marketing Cutco Honolulu HI 12/2020 02/2021
University Of Hawaii Honolulu HI 08/2019 05/2023
Amador Valley High School Pleasanton CA 08/2015 06/2019
  • 10/2023 → Present
    Andrews Advisory Associates Llc
    Honolulu, HI
  • 06/2021 → 10/2023
    Kaneohe Yacht Club
    Kaneohe, HI
  • 08/2021 → 11/2022
    Hawaii Boat Club
    Honolulu, HI
  • 12/2020 → 02/2021
    Vector Marketing Cutco
    Honolulu, HI
  • 08/2019 → 05/2023
    University Of Hawaii
    Honolulu, HI
  • 08/2015 → 06/2019
    Amador Valley High School
    Pleasanton, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-15
  • S65 Uniform Investment Adviser Law Examination
    2024-11-15

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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