Alan Kuroiwa, financial advisor Honolulu HI

Alan Kuroiwa

CRD Number: 2067888
Current Firm: Ameriprise Financial Services, LLC

Alan Kuroiwa (CRD# 2067888) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Honolulu, HI and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
Ameriprise Financial Services, Inc. Honolulu, HI May 2014 - Current 9
Bank Of America, Na Honolulu, HI Dec 2009 - May 2014 4
Merrill Lynch Honolulu, HI Apr 2005 - May 2014 9
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1990
S66 NASAA Uniform Combined State Law Examination Apr 2005
Contact Info for Alan Y. Kuroiwa
Phone Number: 612-671-3131
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    414,380
    MILLIONS
  • Total Number of Accounts
    1,953,584
    ACCOUNTS
  • Average Account Value
    $212,113
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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