David John Kimura

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

• 08/2013 → Present
  Hawaii State Federal Credir Union
  Honlulu, HI
• 08/2013 → 03/2024
  Cuso Financial Services, Lp
  San Diego, CA
• 03/2024 → Present
  Cetera Investment Services Llc
  St Cloud, MN
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Honlulu, HI

Previous Registrations

• 2013-08-19 → 2024-03-28
  Cuso Financial Services, L.P.
  San Diego, CA
  Honolulu, HI
  Honolulu, HI
  Mililani, HI
  Honolulu, HI
  Kapolei, HI
  Aiea, HI
  Kaneohe, HI
  Maui, HI
  Honolulu, HI
  Honolulu, HI
  Kahului, HI
  Honolulu, HI
  Ewa Beach, HI
• 2013-02-13 → 2014-04-03
  Usadvisors Wealth Management, Llc
  Honolulu, HI
• 2012-06-15 → 2012-12-21
  Edward Jones
  Honolulu, HI
  Honolulu, HI
• 2010-08-23 → 2012-04-23
  Allstate Financial Advisors, Llc
  Honolulu, HI
• 2004-06-04 → 2010-05-06
  Lpl Financial Llc
  Honolulu, HI
  Honolulu, HI
  Honolulu, HI
• 2000-10-20 → 2004-06-17
  Cetera Wealth Services, Llc
  Honolulu, HI

Exams

• S63 Uniform Securities Agent State Law Examination
  1999-01-25
• S65 Uniform Investment Adviser Law Examination
  1999-01-20

Other Names

• David John Kimura
• David Kimura