Takahiro D. Sakurai

HARVEST WEALTH PLANNERS LLC

Richmond, CA

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CRD#: 6848460

Professional summary

Takahiro Dennis Sakurai, CFP®, who also goes by Dennis T Sakurai, is a registered financial advisor currently at HARVEST WEALTH PLANNERS LLC located in Richmond, California.

Takahiro is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2017. Takahiro has worked at 2 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Dennis T Sakurai

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.

Mr. Dennis Sakurai is an Independent Insurance Agent for multiple firms. In this role Mr. Sakurai provides insurance services (including transacting in annuities) with various clients and insurance firms. He spends approximately 40 hours a month in this business during market and non-market hours in this endeavor.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Takahiro Dennis Sakurai'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: 2021

Experience

Current

May 16, 2023 - Present

HARVEST WEALTH PLANNERS LLC

RIA

CRD#: 325204

Richmond, CA

Past

January 3, 2018 - May 11, 2023

MCNALLY FINANCIAL SERVICES CORPORATION

RIA

CRD#: 121196

Richmond, CA

Past

September 12, 2017 - May 11, 2023

MCNALLY FINANCIAL SERVICES CORPORATION

CRD#: 121196

SAN ANTONIO, TX

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
(5/16/2023)

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

State Security Law Exam

IAR

Series 66

Date: 11/30/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/12/2017

General Securities Representative Examination

Current Firm

HARVEST WEALTH PLANNERS LLC

HARVEST WEALTH PLANNERS | HARVEST WEALTH PLANNERS LLC

CRD#: 325204 / SEC#:

California

Registered Investment Advisory firm - (5/16/2023 Approved)

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Contact information

Main Address

Richmond, CA

Mailing Address

Phone number

(510) 219-4693

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	15
AUM (Assets Under Management)	$ 3,948,813

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.

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Takahiro D. Sakurai

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Takahiro Dennis Sakurai's CRS (Customer Relationship Summary).

Certified licenses

Experience

HARVEST WEALTH PLANNERS LLC

MCNALLY FINANCIAL SERVICES CORPORATION

MCNALLY FINANCIAL SERVICES CORPORATION

State Registrations and Notice Filings

Exams

Series 66

Date: 11/30/2017

SIE

Date: 10/1/2018

Series 7

Date: 9/12/2017

Current Firm

HARVEST WEALTH PLANNERS LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

HARVEST WEALTH PLANNERS LLC

TRUST BUT VERIFY

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