Aaron
Monoogan

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.