Aaron Monoogan, financial advisor Kahului HI

Aaron Monoogan

CRD Number: 7011618
Current Firm: Lpl Financial LLC

Aaron Monoogan (CRD# 7011618) is an Investment Advisor Representative working at Lpl Financial LLC in Kahului, HI and has over 2 years of experience in the finance industry.

Similar Advisors
Andrea Anderson, financial advisor Kahului HI
Andrea J. Anderson
CRD# 5688894
Edward Jones
Similar Advisors
John Araki, financial advisor Kahului HI
John T. Araki
CRD# 2922051
Lpl Financial LLC
Similar Advisors
Jeffrey Bonk, financial advisor Kahului HI
Jeffrey M. Bonk
CRD# 6538887
Cetera Investment Advisers LLC
Company Name Location Dates Years
Lpl Financial LLC Kahului, HI Apr 2019 - Current 3
Central Pacific Bank Kahului, HI Apr 2019 - Current 3
University Of Hawaii At Manoa Honolulu, HI Aug 2014 - Jan 2019 4
American Savings Bank Honolulu, HI Aug 2018 - Nov 2018 < 1
American Savings Bank Honolulu, HI Jun 2018 - Jul 2018 < 1
King Kekaulike High School Pukalani, HI Aug 2010 - Jun 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Aaron Monoogan
Phone Number: 704-733-3300
Registered State(s):
  • HI
By the Numbers
  • Total Assets Under Management
    404,176
    MILLIONS
  • Total Number of Accounts
    1,517,995
    ACCOUNTS
  • Average Account Value
    $266,257
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.