Michael Okamoto
CFP®Professional Summary
Michael Okamoto, CFP®, who also goes by Michael Okamoto Barth, Michael Okamoto Okamoto, is a registered financial advisor currently at EQ WEALTH MANAGEMENT located in Bellingham, Washington. Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2014. Michael has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Education Planning
- Comprehensive Financial Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Insurance Planning
Biography
I am proud to be working for Fidelity, a firm that offers our clients the resources to improve their financial well being. By partnering with me, I can help bring about clarity and peace of mind when working towards your financial goals.
Other Aliases
Michael Okamoto Barth, Michael Okamoto Okamoto
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
Direct
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
Website
xxxxxxxxxx.xxx
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities. Check for any disclosures as part of your thorough research when choosing an advisor.
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Credentials
Years of Experience
12 years in the financial services industry
Current & Past Employments
Current
Past
Education
Eastern Washington University
Business Administration, Bachelor of Business Administration
Business Administration, Bachelor of Business Administration
2013
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Current Firm
EQ WEALTH MANAGEMENT | EQ, LLC
Contact Information
Main Address
Bellevue, WAMailing Address
P. O. Box 53446, Bellevue, WA 98105Phone Number
(425) 434-1000# of Employees
15SEC notice filing (11 States and Territories)
Registered to provide investment advisory services in 11 US states and territories.
Documents
Part 2 Brochures
Regulatory Assets Under Management
Total Number of Accounts
2,476AUM (Assets Under Management)
$941,715,432Similar Advisors
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Other business activities
Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
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Primary Firm SEC Registration
EQ WEALTH MANAGEMENT | EQ, LLC
State Registrations and Notice Filings
(10/1/2024)
(6/28/2024)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Michael Okamoto's CRS (Customer Relationship Summary).
Services Offered by Michael
- Education Planning
- Comprehensive Financial Planning
- Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Employee and Employer Plan Benefits
- Insurance Planning
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