Rylen Takao Yamamoto

Employer firm

Integrated Wealth Concepts LLC CRD 284656

$23.6B regulatory AUM 875 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 02/2018
  Jhfn Sii
  Honolulu, HI
• 02/2018 → 12/2018
  Lpl Financial, Llc
  Honolulu, HI
• 03/2018 → 11/2018
  Independent Financial Partners
  Honolulu, HI
• 02/2018 → Present
  Retirements Dna
  San Diego, CA
• 12/2018 → 12/2024
  Resources Investment Advisors
  Overland Park, KS
• 01/2019 → 08/2024
  Triad Advisors
  Norcross, GA
• 08/2024 → 02/2025
  Osaic Wealth, Inc.
  Honolulu, HI
• 02/2025 → Present
  Lpl Financial Llc
  Honolulu, HI

Previous Registrations

• 2018-12-03 → 2025-01-21
  Onedigital
  Honolulu, HI
  Overland Park, KS
  Honolulu, HI
• 2018-03-01 → 2018-12-31
  Independent Financial Partners
  Honolulu, HI
• 2014-07-01 → 2018-03-05
  Signator Investors, Inc.
  Honolulu, HI
  Honolulu, HI

Other Businesses

1. 01/14/2025- RYLEN T YAMAMOTO REVOCABLE LIVING TRUST- Real Estate Rental- Inv Rel- Honolulu, Hi 96817- 1 Hr Per Mnth- Start Dat 10/27/2018 2. 01/14/2025- CJMM Consulting LLC- Real Estate Rental- Inv Rel- Santa Fe, NM 87505- 1 Hr Per Mnth- Start Date 02/11/2019 3. 01/14/2025- Organic Growth LLC- Business Entity For Tax/Investment Purposes Only- Santa Fe, NM 87505- Non Inv Rel- 1 Hr Per Mnth- 1 Hrs During Trading- Start Date 11/11/2020 4. 01/14/2025- Rylen Yamamoto- Non-Variable Insurance- Inv Rel- HI 96813- 5 Hrs Per Mnth- 1 Hr During Trading- Start Date- 01/01/2019 5. 01/14/2025- Retirement DNA- DBA for LPL Business (entity for LPL business)- Inv Rel- At Reported Business Location(s) 6. 03/16/2026 - Premier Management Of Hawaii - Business Owner - Not Investment Related - Aiea, HI - 8 hours per month/ 0 hours during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-05-16
• S63 Uniform Securities Agent State Law Examination
  2012-03-15

Other Names

• Rylen Takao Yamamoto
• Rylen Yamamoto