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Erik Kenichi Kimoto

U.s. Bancorp Advisors, LLC

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About Erik Kenichi Kimoto

Erik Kimoto is a financial advisor with U.S. Bancorp Advisors, LLC. Erik has been in the financial services industry for over 20 years. Erik is registered in 18 states. Erik is Series 7, Series 66, and SIE licensed. Erik currently has a specialization in Fixed Income, Equities and Alternative Investments. In addition to Erik's advisory role, Erik is a member of 1915 Park View LLC.

Firm Information

Erik Kimoto is currently registered with U.s. Bancorp Advisors, LLC. U.S. Bancorp Advisors, LLC, is a Limited Liability Company registered with the SEC and in all 50 states, as well as the Virgin Islands. Formed in 2004, the firm provides portfolio management services for individuals, businesses, and investment companies, and offers a wrap fee program. They also assist clients with the selection of other advisors. The firm currently manages over $1.38 billion in regulatory assets under management.
U.s. Bancorp Advisors, LLC

800 N. BRAND BOULEVARD

GLENDALE, CA 91203

$1.39B

Assets Under Management

Not reported

Total Clients

171

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Erik Kimoto’s Registration & Firm History

CA

07/08/2024 - Present

U.s. Bancorp Advisors, LLC (MANHATTAN BEACH CA)

CA

09/29/2008 - 10/16/2019

HSBC SECURITIES (USA) INC. (LOS ANGELES CA)

CA

06/27/2001 - 10/13/2006

BANC OF AMERICA INVESTMENT SERVICES, INC. (PASADENA CA)

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Licenses & Designations

BOTH

Issued 01/17/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/26/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Erik Kenichi Kimoto.
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