AO
AO

Akira Ogasawara

4 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
1031 advisors
Number of Clients
42,440 clients
Average Client Portfolio
$41K average
Assets Under Management
$1.7B

Fee Structure

Minimum Investment:$10
Financial Planning:Investment management only
Minimum Annual Fee:$35
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Location

21221 S Western Ave, Suite 110, Torrance, CA, 90501

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Akira sells insurance and non-insurance products for companies affiliated with Transamerica Financial Advisors, Inc. He is also a managing member of Kamotty Financial Services, LLC, spending full-time on financial-related business under this company for tax purposes, and is an agent for Q Consulting Partner and an independent contractor for Visa to America, Inc., dedicating minimal time and a few hours per week, respectively.

Employment History
Current Registrations
Transamerica Financial Advisors, LLC
July 2022 - Present · 3 yrs 7 mos
Transamerica Financial Advisors, LLCBroker
July 2021 - Present · 4 yrs 7 mos
State Registrations1 state
CA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Akira Ogasawara - Financial Advisor | TrueAdvisor