Tonya Ngoc Bernhardt

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

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

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Lpl Financial Dba Kupono Wealth Planning
  Mililani, HI
• 04/2023 → 12/2023
  Magnit Global Llc
  Santa Clara, CA
• 12/2021 → 06/2023
  Umoja Labs
  Haleiwa, HI
• 02/2020 → 12/2021
  Sudokrew Solutions
  Haleiwa, HI
• 01/2017 → 05/2018
  Ematic Solutions
  Haleiwa, HI
• 10/2015 → 12/2016
  Revolusun Llc
  Honolulu, HI
• 06/2018 → 02/2020
  Homemaking
  Haleiwa, HI
• 01/2024 → 12/2025
  Homemaking
  Haleiwa, HI

Other Businesses

1. 4/2026 - Kyle and Tonya Bernhardt - Real Estate Rental - INV REL - 5 Hour(s)/Month - 0 Hour(s) During Trading - Haleiwa HI 96712 - OBA Start date: 01/01/2014 2. 4/2026 - Kupono Wealth Planning - DBA for LPL Business (entity for LPL business) - INV REL - 120 Hour(s)/Month - 60 Hour(s) During Trading - At Reported business location(s) - OBA Start date: 4/17/2026

Exams

• S63 Uniform Securities Agent State Law Examination
  2026-05-11
• S65 Uniform Investment Adviser Law Examination
  2025-10-10

Other Names

• Tonya Ngoc Pham