Michael Lee Dodge

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

• 08/2012 → Present
  Kaizen Energy Solutions Inc
  Pahoa, HI
• 10/2017 → 12/2019
  Northwestern Mutual Life Insurance Company
  Milwaukee, WI
• 10/2017 → 12/2019
  Northwestern Mutual Investment Services Llc
  Honolulu, HI
• 05/2004 → Present
  Kai Supply Inc
  Pahoa, HI
• 02/2020 → 08/2024
  Triad Advisors
  Norcross, GA
• 11/2024 → Present
  Integrated Financial Partners
  Overland Park, KS
• 08/2024 → 04/2025
  Osaic Wealth, Inc.
  Honolulu, HI
• 04/2025 → Present
  Lpl Financial
  Honolulu, HI

Previous Registrations

• 2020-02-26 → 2025-01-16
  Onedigital
  Overland Park, KS
  Honolulu, HI

Other Businesses

1 - 03/2025 - Integrated Partners - DBA for LPL Business (entity for LPL business) - Inv Related - 60 Hours/Month - 3 Hours During Trading - At reported business location(s). 2 - 03/2025 - Retirement DNA - DBA for LPL Business (entity for LPL business) - Inv Related - 60 Hours/Month - 3 Hours During Trading - At reported business location(s). 3 - 03/2025 - Integrated Financial Partners - DBA for LPL Business (entity for LPL business) - 60 Hours/Month - 3 Hours During Trading - At reported business location(s). 4 - 03/2025 - Non-Variable Insurance - Inv Related - 40 Hours/Month - 2 Hours During Trading - HI 96778 - OBA Start Date: 05/08/2018. 5 - 03/2025 - Kai Supply Inc - Business Owner - Not Inv Related - 1 Hour/Month - HI 96778 - OBA Start Date: 01/01/2004. 6 - 03/2025 - KaiZen Energy Solutions Inc - Business Owner - Not Inv Related - 1 Hour/Month - HI 96778 - OBA Start Date: 03/01/2013. 7 - 03/2025 - Investor Group HI - DBA for LPL Business (entity for LPL business) - Inv Related - At reported business location(s). - 8 - 04/09/2025 - Integrated Wealth Concepts, LLC - Investment Related - Registered Investment Advisor Hybrid - Suite 4010 Waltham, MA 02451 - Start Date: 01/01/2025 - I provide investment advisory services through Integrated Wealth Concepts, LLC, an independent investment advisor firm. I started this business activity in 1/2025. I expect to spend approximately 60 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. - 60 Hrs/Mth - 3 Hrs During Trading. 9 - 04/09/2025 - Integrated Financial Partners - Investment Related - Registered Investment Advisor DBA - Suite 4010 Waltham, MA 02451 - Start Date: 01/01/2025 - 60 Hrs/Mth - 3 Hrs During Trading. 10 - 04/09/2025 - Investor Group HI - Investment Related - Registered Investment Advisor DBA - None - Start Date: 01/01/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 11 - 04/09/2025 - Retirement DNA - Investment Related - Registered Investment Advisor DBA - Escondido, CA 92029 - Start Date: 02/25/2020 - 60 Hrs/Mth - 3 Hrs During Trading. 12 - 04/09/2025 - Integrated Partners - Investment Related - Registered Investment Advisor DBA - Suite 4010 Waltham, MA 02451 - Start Date: 01/01/2025 - 60 Hrs/Mth - 3 Hrs During Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-01-31
• S63 Uniform Securities Agent State Law Examination
  2018-08-13

Other Names

• Michael Lee Dodge