Kenichi Igarashi

Current Employers

Employment History

• 02/2016 → 08/2025
  Lpl Financial Llc
  Corona, CA
• 02/2016 → 11/2016
  Wealthplan Partners
  Omaha, NE
• 10/2016 → 08/2025
  Mariner Independent Advisor Network, Llc
  Corona, CA
• 08/2025 → Present
  Osaic Wealth
  Corona, CA

Previous Registrations

• 2016-11-01 → 2025-09-02
  Mariner Advisor Network
  Corona, CA
• 2016-02-04 → 2016-11-11
  Wealthplan Partners
  Corona, CA
  Omaha, NE
• 2016-01-13 → 2016-02-03
  Trilogy Capital, Inc.
  Corona, CA
  Irvine, CA
• 2009-05-14 → 2016-02-02
  National Planning Corporation
  Corona, CA

Other Businesses

1) DBA - SIMPLIFIED WEALTH MANAGEMENT POSITION: President NATURE: DBA for investment and Advisory Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 05/01/2021 ADDRESS: 391 N. Main Street, Suite 107, Corona CA 92878, United States DESCRIPTION: Financial Advisory and Management 2) SWM IN CORONA INSURANCE SERVICES POSITION: Agent NATURE: This is our Life and LTC insurance Licensed Agency in California. INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 10 START DATE: 08/23/2021 ADDRESS: 391 N. Main Street, Suite 107, Corona CA 92878, United States DESCRIPTION: This is our Life and LTC insurance Agency in California 3) THE IGARASHI FAMILY TRUST DATED JUNE 14TH, 2024 POSITION: Grantor / Trustee NATURE: Personal Family Trust with myself (Kenichi Igarashi) and my wife (Cecilia Igarashi) as Grantors and Trustees. This was created for personal estate planning purposes. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 06/14/2024 ADDRESS: 13475 Pheasant Way, Eastvale CA 92880, United States DESCRIPTION: Trustee of my personal family trust

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-02-19
• S63 Uniform Securities Agent State Law Examination
  2006-01-30