Advisor at Natural Investments
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Pahoa, HI
Credentials
Series 65
Industry experience
3 years
Based on Natural Investments
Based on Natural Investments
Based on Natural Investments
$0 - $200,000: 1.35% $200,000 - $500,000: 1.25% $500,000 - $1,000,000: 1.10% $1,000,000 - $3,000,000: 0.95% $3,000,000 - $15,000,000: 0.85% $15,000,000 - $20,000,000: 0.65% $20,000,000+: 0.55%
Hourly investment consulting available; financial planning fees may be hourly
Retainer fees for ongoing financial planning services billed quarterly in arrears, negotiable
Account minimum: $50,000 Minimum fee: Minimum annual fee of $500 Fee-only: Financial planning fees are billed hourly, project-based, or on retainer, negotiable per client and advisor
Pahoa, HI
Hawaii
Natural Investments
2021 - Present (5 years)
U.S. Senate
2019 - 2021 (2 years)
U.S. Department of Justice
2017 - 2019 (2 years)
Perception Robotics
2017 - 2017 (1 year)
The Center for Nonproliferation Studies
2016 - 2016 (1 year)
Pomona College
2014 - 2017 (3 years)
Malaika Maphalala - Investment Advisor
2012 - 2017 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, Series 63
Keaau, HI
The Strategic Financial Alliance, Inc.
Kelvin Lau is a CFP® with 33 years of industry experience and has been with The Strategic Financial Alliance, Inc. since 2005. He holds a Series 63 license and is based in Keaau, HI. Outside of his advisory work, he teaches Tai Chi for health. The Strategic Financial Alliance provides advisory services to individuals, retirement plans, trusts, and other entities, offering portfolio management, financial planning, consulting, and a subscription-style wealth planning service. The firm operates multiple portfolio programs and supports third-party manager platforms, managing a majority of assets on a non-discretionary basis.
Series 66
Kurtistown, HI
Cetera
Jonathan Sharp is a financial advisor at Cetera with a Series 66 credential and no prior industry experience. Before joining Cetera in 2025, he worked for Freeport McMoRan Copper and Gold for 14 years and has experience as an enrolled agent and tax preparer through his involvement with Comprehensive Financial Services. He plans to integrate tax-incentivized investment strategies into his advisory work by collaborating with Comprehensive Financial Services. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and trust capabilities.
CFP®, Series 63, Series 66
Keaau, HI
Ameriprise
Shane Reniker is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2022. His prior experience includes roles at Fidelity Brokerage Services, Lincoln Financial Advisors, and Union Bank. Outside of advising, he works as a patent attorney, serves as a FINRA arbitrator, and teaches as an adjunct professor at Southern New Hampshire University. Ameriprise offers retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored recommendation reports. The firm is a large institutional provider offering a broad range of advisory, brokerage, and insurance solutions.
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