Chikako Kashino

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 01/2015 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2012-11-26 → 2015-01-02
  Capital Guardian Wealth Management, Llc
  Orange, CA
• 2011-02-25 → 2012-11-19
  Woodbury Financial Services, Inc.
  Redondo Beach, CA
  San Diego, CA
  Redondo Beach, CA
• 2008-01-31 → 2011-03-02
  Equity Services, Inc.
  Beverly Hills, CA
  Glendale, CA
• 2005-04-05 → 2008-01-30
  Waddell & Reed
  Torrance, CA
  Torrance, CA
• 2004-11-24 → 2005-03-29
  Mony Securities Corporation
  Los Angeles, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED LOCATION; NATURE OF BUSINESS: FIXED INSURANCE; START DATE: 08/05/2016; APX NUMBER OF HOURS PER WEEK: 4 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; POSITION/TITLE/RELATIONSHIP: INSURANCE AGENT; BRIEF DESCRIPTION OF DUTIES: SELLS LIFE, HEALTH, DISABILITY, ANNUITIES AND LONG TERM CARE. 2. NAME OF OTHER BUSINESS: DBA ADVANCED PLANNING SOLUTIONS, INC.; INVESTMENT RELATED: YES; ADDRESS: SAME AS REGISTERED; NATURE OF BUSINESS: FINANCIAL SERVICES; START DATE: 08/05/2016; POSITION/TITLE/RELATIONSHIP: FINANCIAL ADVISOR; APX NUMBER OF HOURS PER WEEK: 35 HOURS; APX NUMBER OF HOURS DURING TRADING HOURS: VARIES; BRIEF DESCRIPTION OF DUTIES: DBA FOR SECURITIES BUSINESS. 3.NAME OF OTHER BUSINESS: N/A INVESTMENT RELATED: NO ADDRESS: 1436 PLAZA DEL AMO, TORRANCE, CA 90501 NATURE OF BUSINESS: REAL ESTATE START DATE: 04/2019 POSITION/TITLE/RELATIONSHIP: OWNER LESS THAN ONE HOUR PER WEEK, NOT TRADING HOURS. BRIEF DESCRIPTION OF DUTIES: OWNED RENTAL PROPERTY

Exams

• S66 Uniform Combined State Law Examination
  2004-10-14
• S63 Uniform Securities Agent State Law Examination
  1996-07-12

Designations

• Certified Financial Planner

Other Names

• Chikako Kashino-Powell
• Chikako Powell