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Gene Isao Watanabe

Redhawk Wealth Advisors, Inc.

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About Gene Isao Watanabe

Gene Watanabe is a financial professional with over 25 years of experience in the financial industry. Gene currently works as a Registered Investment Advisor with Redhawk Wealth Advisors, Inc. Gene holds the Series 7, 63, and 66 securities licenses, and is also a Chartered Financial Consultant. Gene has experience working with high-net-worth individuals, insurance companies, and pension and profit-sharing plans. Gene focuses on providing comprehensive financial planning, investment management, and selection of other advisors services to clients. Gene's previous experience includes positions with Walnut Street Securities, Inc. and G.R. Phelps & Co., Inc.

Firm Information

Gene Watanabe is currently registered with Redhawk Wealth Advisors, Inc.. Redhawk Wealth Advisors, Inc. is an independent financial advisory firm based in Bloomington, MN. They manage approximately $1 billion to $10 billion in assets for a diverse range of clients, including individuals, families, businesses, and institutions. Their services include financial planning, portfolio management, and pension consulting. Redhawk Wealth Advisors, Inc. is registered with the Securities and Exchange Commission (SEC) and has a team of 47 investment advisor representatives.
Redhawk Wealth Advisors, Inc.

8500 NORMANDALE LAKE BLVD

BLOOMINGTON, MN 55437

$1.82B

Assets Under Management

941

Total Clients

44

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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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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 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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

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Gene Watanabe’s Registration & Firm History

HI

01/01/2025 - Present

Redhawk Wealth Advisors, Inc. (Honolulu HI)

CA

01/02/1998 - 01/23/2004

WALNUT STREET SECURITIES, INC. (EL SEGUNDO CA)

NA

10/25/1985 - 12/31/1995

G. R. PHELPS & CO., INC.

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Licenses & Designations

BOTH

Issued 09/25/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/01/1986

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/19/1985

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Gene Isao Watanabe.
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