Honolulu, HI Pumehana Street Office

Michael Dodge Sr. is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His prior roles include positions at LPL Financial, Integrated Financial Partners, Triad Advisors, and Northwestern Mutual. Outside of financial advising, he is the owner of Kai Supply Inc. and KaiZen Energy Solutions Inc., businesses he has been involved with for over a decade. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm provides discretionary investment management, financial planning, family office services, and sponsors wrap-fee programs, employing customized portfolios with a long-term approach while maintaining operational scale and notable policies in areas such as AI use and cryptocurrency advising.

Jordan Iwasaki is a financial advisor with Integrated Wealth Concepts LLC based in Honolulu, HI. He holds a Series 66 credential and has two years of industry experience. His prior work includes roles at LPL Financial and several investment advisory firms. Integrated Wealth Concepts serves individuals, families, trusts, businesses, and retirement plans through a network of independent advisors. The firm offers investment management, financial planning, family office, and retirement plan advisory services, using customized portfolios primarily composed of mutual funds, ETFs, individual equities, and fixed income.

Javin Nohara is a financial advisor at Integrated Wealth Concepts LLC with eight years of industry experience. He holds a Series 66 designation and has previously worked at firms including LPL Financial, OSAIC, Triad Advisors, and OneDigital Investment Advisors LLC. Nohara is based in Honolulu, HI. Integrated Wealth Concepts serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent advisors. The firm offers discretionary investment management, financial planning, family office services, and retirement plan advisory, employing a primarily long-term investment approach with customized portfolios constructed from mutual funds, ETFs, equities, and fixed income.

Asa Kajihiro is a financial advisor with Integrated Wealth Concepts LLC, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His prior roles include positions at LPL Financial, Triad Advisors, OneDigital Investment Advisors LLC, and Independent Financial Partners. Kajihiro operates in Honolulu, HI. Integrated Wealth Concepts LLC serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans through a network of independent financial advisors. The firm offers discretionary investment management, financial planning, consulting, family office, and retirement plan advisory services, employing customized portfolios with a long-term approach and a combination of internal management and third-party asset managers.