Hannah Keiko Perez
Investment adviser representative at Integrated Wealth Concepts LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$23.6BFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
11 years in the industry.
- Integrated Wealth Concepts LLCSep 2026 to now
- Kestra Investment Services IncSep 2022 to Sep 2026
- Kestra Private Wealth ServicesSep 2022 to Sep 2026
- Haug Wealth ManagementAug 2020 to Sep 2022
- LPL Financial LLCApr 2020 to Sep 2022
- UnemployedApr 2020 to Aug 2020
- Sweetwater Union High School DistrictNov 2019 to Apr 2020
- University of California San DiegoOct 2017 to Apr 2019
- Snooze An A.M. EaterySep 2017 to Dec 2019
- Phoenix Ltd.Apr 2016 to Feb 2018
- Southwestern CollegeAug 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (CA).
Integrated Wealth Concepts LLC
$23.6BAssets managed
29,848Clients
482Advisers
10 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7250660
- Firm CRD
- 284656