AdFi
KS

Karl Sadanaga

Investment Adviser Representative at Diversify Advisory Services, LLC

Honolulu, HICRD #4496784Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
14 yrs
Exams Passed
6

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Karl Sadanaga is an investment adviser representative with Diversify Advisory Services, LLC in Honolulu, HI, where they have been registered since 2023. They have worked in the securities industry since 2012 and have been registered with 4 firms, including Osaic Wealth, Inc. and Sagepoint Financial, Inc. They have passed 6 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Hawaii and Louisiana.

Office

1001 Bishop Street, Suite 2300
Honolulu, HI 96813

Advisors at this office: 2

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 17, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Hawaii, Louisiana
Broker:
6 states and territories

California, Hawaii, Indiana, Minnesota, Nevada, Utah

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 10/27/2015
Series 65
Uniform Investment Adviser Law Examination
Passed 8/29/2003
Series 63
Uniform Securities Agent State Law Examination
Passed 10/31/2002
SIE
Securities Industry Essentials Examination
Passed 10/1/2018
Series 7
General Securities Representative Examination
Passed 6/16/2015
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 6/28/2002

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Diversify Advisory Services, LLCCurrent
11/17/2023 – Honolulu, HI
Osaic Wealth, Inc.
9/1/2023 – 11/21/2023Honolulu, HI
Sagepoint Financial, Inc.
10/29/2015 – 9/1/2023Honolulu, HI
Bankoh Investment Services, Inc.
4/4/2005 – 7/11/2005Honolulu, HI
Bankoh Investment Services, Inc.
9/2/2003 – 5/3/2004Honolulu, HI

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Sagepoint Financial
    May 2015 – Nov 2023Honolulu, HI
  2. Osaic Wealth, Inc.
    Sep 2023 – Nov 2023Honolulu, HI
  3. DFPG Investments, LLC
    Nov 2023 – no end date reportedSandy, UT
  4. Diversify Advisory Services, LLC
    Nov 2023 – no end date reportedSandy, UT

Official records & sources

Data as of August 10, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Diversify Advisory Services, LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
Firm's annual rate schedule by assets
  • First $500,0001.00%
  • $500,001 - $1,000,0001.00%
  • $1,000,001 - $2,000,0000.85%
  • $2,000,001 - $3,000,0000.85%

+3 more tiers on the firm profile

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Retirement PlanningInvestment ManagementFinancial PlanningEstate PlanningTax PlanningInsuranceBusiness PlanningSocial SecurityWealth Management

Client types the firm serves

IndividualsHigh Net WorthPension/Profit SharingCorporations

Firm assets under management

$1B–$5B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
111
Offices listed on AdvisorFinder:
27
Main office:
South Jordan, UT
SEC file number:
801-128675

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of September 18, 2026

View full firm profile

Other advisors at Diversify Advisory Services, LLC

Showing 12 of 111 in the directory

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Karl Sadanaga has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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