Kenichi
Igarashi

Mariner Independent

CRD#5085984
Investment Advisor
in Corona, CA

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About this Advisor

Kenichi Igarashi is a financial advisor based in Corona, California, working with Mariner Independent. Kenichi has previously held positions at Trilogy Financial Services, National Planning Corporation, Trilogy Capital Inc, Lpl Financial LLC, Wealthplan Partners, and Mariner Independent Advisor Network, LLC. Kenichi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Kenichi is part of Mariner Independent, which operates out of Corona, California. The firm has 94 offices and 184 employees. The firm manages assets totaling $8.1 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

391 N. Main Street Suite 107
Corona, CA 92878

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Mariner Independent Brokerage Details

Total Assets Under Management

$8,146,610,014

CA Average: $2,243,162,756
Total Number of Employees

184

CA Average: 44
Total Number of Accounts

27,977

CA Average: 4,091
Average Account Size

$291,190

CA Average: $548,316

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Kenichi Igarashi Work History

2016 - Present (9 years)

Lpl Financial LLC

2016 - Present (9 years)

Mariner Independent Advisor Network, LLC

2016 - 2016 (< 1 year)

Trilogy Capital Inc

2016 - 2016 (< 1 year)

Wealthplan Partners

2006 - 2016 (10 years)

Trilogy Financial Services

2006 - 2016 (10 years)

National Planning Corporation

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Disclosures

Please visit the SEC profile of Kenichi Igarashi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Mariner Independent

Jacob Whitaker
Sacramento, CA
Blake Curtin
Palos Verdes Peninsula, CA
Frank Aceves
Walnut Creek, CA
Brennan Kurtela
Stanford, CA
Jason Johnson
Santa Rosa, CA
Vladislav Avdeyuk
Sacramento, CA
Chad Faul
Walnut Creek, CA
Cory Leckie
Corona, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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