Gregg Mitsuo Kobashigawa

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:

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

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Riverside, CA
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Riverside, CA

Other Businesses

Business Ownership; YYA Group LLC; Accounting; Invests in start up businesses.; 117 Hoowaiwai LP #701Wailuku, HI 96793, ,; Not Investment-Related; 01/02/2019; 1 to 9 hours per month; 0 during trading hours / Szchlippelbeari Group Inc; Accounting; Provides creative consulting services; 117 Hoowaiwai LP #701Wailuku, HI 96793, ,; Not Investment-Related; 01/02/2019; 1 to 9 hours per month; 0 during trading hours / OK Limited Inc; File required annual tax reports; No activity, company is out of business, but remains on active status due to outstanding credit in company name; 5225 Canyon Crest Dr #71, PMB 352, Riverside, CA, 92507; Not Investment-Related; 03/01/2017; 0 hours per month; 0 during trading hours / Gregg M. Kobashigawa, CPA A Prof Corp; Owner; Tax Preparation; 5225 Canyon Crest Dr #71, PMB 352, Riverside, CA, 92507; Not Investment-Related; 01/01/2000; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1991-10-10

Designations

• Certified Financial Planner