Raymond James & Associates
47yrs
Top advisor by experience in Hawaii
New
Codey Kitagawa is a fiduciary financial advisor in Honolulu, Hawaii, registered since May 2026. Codey joined Wells Fargo Advisors in 2026, a firm offering financial planning, investment management, and retirement plan consulting. Wells Fargo Advisors reports being paid through a percentage of assets, flat fees, and commissions.
One of 854 advisors with offices in Honolulu, and one of 771 fiduciaries.
At a glance
ExperienceNew to the profession (since May 2026)
How that compares ?New to the profession
Office1001 Bishop St Suite 1900, Honolulu, HI 96813
How the firm is paid ?Percent of assets, Flat fee, Commissions
Typical client at the firm ?$475,575
Advisors at the firm14,100
States licensed ?1 state
Services through Wells Fargo Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Jun 2026 – nowWells Fargo Clearing Services, LLCCurrent firm
Contact Codey
Local office(808) 547-5200Ask for Codey. (314) 875-3000Main office · St. Louis, MO 1001 Bishop St Suite 1900Honolulu, HI 96813Office · Get directions Firm websiteHTTPS://WWW.WELLSFARGOADVISORS.COM/WFA/MOBILE.HTM
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Questions to ask Codey
Tailored to Codey’s registration and firm.
- Who on your team supports you, and who reviews the recommendations you make?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Codey
How do I contact Codey?
Call Codey’s local office at (808) 547-5200 or the Wells Fargo Advisors main office at (314) 875-3000, and ask for Codey Kitagawa.
How long has Codey been a financial advisor?
Codey is new to the profession, registered since May 2026, and holds 2 licenses.
What licenses does Codey hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Codey a fiduciary?
Codey is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Codey paid?
Wells Fargo Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees, commissions on some products. Ask Codey for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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