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Stanley Ken Himeno-okamoto

Stanley K. Himeno-okamoto

DRS FINANCIAL PARTNERS LLC
San Francisco, CA
Some features on this profile are disabled
CRD#: 6322601
Stanley Ken Himeno-okamoto

Professional summary

Stanley Ken Himeno-okamoto, CFP®, who also goes by Stanley Ken Himeno Okamoto, is a registered financial advisor currently at DRS FINANCIAL PARTNERS LLC located in San Francisco, California.

Stanley is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2016. Stanley has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Stanley Ken Himeno Okamoto

Other business activities

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.
Name and Address of other business: Retire Sound, Inc. dba Addition Investment Related?: No Nature of other business: Financial Wellness Position/Title: Consultant Start Date: July 2021 Approx. total # of hours/month devoted: 160 Approx. # of hours/month during trading hours: 80 Brief description of duties: content writing, copywriting & product development, evaluation of market Name & Address of other business: Iron Path Wealth Management, Inc.; Brookfield, CT Investment Related?: No Nature of other business: Consulting Position/Title: Financial Planning Consultant Start Date: December 2021 Approx. total # of hours/month devoted: 8 Approx. # of hours/month during trading hours: 0 Brief description of duties: Paraplanning / Consulting

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Stanley Ken Himeno-okamoto's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2017

Experience

Current

December 22, 2020 - Present

DRS FINANCIAL PARTNERS LLC

RIA
CRD#: 311660
San Francisco, CA
Past

March 15, 2016 - December 21, 2020

CLEARPATH CAPITAL PARTNERS LLC

RIA
CRD#: 111756
San Francisco, CA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(12/22/2020)
IAR
Hawaii
(2/8/2021)
IAR
Texas
(12/14/2021)

Exams

State Security Law Exam
IAR
Series 65
Date: 6/18/2014
Uniform Investment Adviser Law Examination

Current Firm

DRS FINANCIAL PARTNERS LLC
DRS FINANCIAL PARTNERS LLC
DRS FINANCIAL PARTNERS LLC

CRD#: 311660 / SEC#:

California
Registered Investment Advisory firm - (12/22/2020 Approved)
Hawaii
Registered Investment Advisory firm - (1/22/2021 Approved)
Texas
Registered Investment Advisory firm - (12/9/2021 Conditional Restricted)
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Contact information

Main Address
San Jose, CA
Mailing Address
Phone number
(415) 881-7878
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts12
AUM (Assets Under Management)$ 6,973,654

Red Flags

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.

Company Information

DRS FINANCIAL PARTNERS LLC

DRS FINANCIAL PARTNERS LLC

CRD#: 311660San Francisco, CA

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