Aaron
Monoogan

Lpl Financial LLC

CRD#7011618
Investment Advisor
in Kahului, HI

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About this Advisor

Aaron Monoogan is a financial advisor working in Kahului, Hawaii, with 10 years in the industry. Monoogan is currently employed by Lpl Financial LLC. Their career trajectory has included roles at King Kekaulike High School, University Of Hawaii At Manoa, American Savings Bank, Lpl Financial LLC and Central Pacific Bank. Monoogan holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to advise clients in Hawaii. Lpl Financial LLC is an advisory business operating in Kahului, Hawaii. It has offices in 9,519 locations and a total of 23,035 employees. It controls $208 billion in assets across its 892,326 customer accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm advises 1,956 charitable organizations. Of its 892,326 customer accounts, 28% are associated with high-net-worth individuals who have more than $1 million in assets available to invest. The company performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Financial advisory fees vary depending on which services are provided. Fee types billed by Lpl Financial LLC likely include any blend of asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 66

Years of Experience

10 years

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, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions

Disclosures

No

Office Location

33 Lono Ave., Suite 400
Kahului, HI 96732

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Lpl Financial LLC Brokerage Details

Total Assets Under Management

$207,793,164,246

HI Average: $646,059,043
Total Number of Employees

23,035

HI Average: 13
Total Number of Accounts

892,326

HI Average: 661
Average Account Size

$232,867

HI Average: $977,396

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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
  • Educational seminars/workshops
  • Other

Aaron Monoogan Work History

Aaron has 10 years of experience.

2019 - Present (2 years)

Lpl Financial LLC

2019 - Present (2 years)

Central Pacific Bank

2018 - 2018 (< 1 year)

American Savings Bank

2018 - 2018 (< 1 year)

American Savings Bank

2014 - 2019 (5 years)

University Of Hawaii At Manoa

2010 - 2014 (4 years)

King Kekaulike High School

Disclosures

Aaron Monoogan has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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