Benny Tran (CRD# 7177019) is an Investment Advisor Representative working at Kobo Wealth Conservancy in Honolulu, HI and has over 4 years of experience in the finance industry.
CRD# 4818301
Mission Financial Group, LLC
CRD# 3199222
Ameriprise Financial Services, LLC
CRD# 1916417
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Shuster Advisory Group, LLC | Pasadena, CA | Mar 2022 - Current | 2 |
| Kobo Wealth Conservancy | Honolulu, HI | Dec 2017 - Current | 6 |
| University Of Hawaii At Manoa | Honolulu, HI | Aug 2017 - Dec 2017 | < 1 |
| University Of Hawaii At Manoa | Honolulu, HI | Dec 2016 - Aug 2017 | < 1 |
| Nk Management | Honolulu, HI | Jun 2015 - Nov 2016 | 1 |
| Hana Sushi | Honolulu, HI | Jun 2016 - Aug 2016 | < 1 |
| Kuru Kuru Sushi | Honolulu, HI | Aug 2014 - Dec 2015 | 1 |
| Wesley Tengan Land Surveying | Honolulu, HI | Jun 2014 - Aug 2014 | < 1 |
| Kalani High School | Honolulu, HI | Aug 2010 - May 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Sep 2019 |
- CA
- HI
- IL
- TX
-
Total Assets Under Management137MILLIONS
-
Total Number of Accounts273ACCOUNTS
-
Average Account Value$501,509
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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)
CA, HI, IL, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.