Thomas Ireland (CRD# 2585690) is an Investment Advisor Representative working at Iht Wealth Management LLC in Dawn, MO and has over 29 years of experience in the finance industry.
CRD# 4175222
Edward Jones
CRD# 3023093
Thrivent Investment Management Inc.
CRD# 3169370
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iht Wealth Management LLC | Dawn, MO | Feb 2016 - Current | 8 |
| Lpl Financial, LLC | Dawn, MO | Feb 2016 - Current | 8 |
| Bank Of America, N.a. | Kansas City, MO | Dec 2009 - Jan 2016 | 6 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Kansas City, MO | Sep 2003 - Jan 2016 | 12 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1995 |
| S65 | NASAA Investment Advisors Law Examination | Feb 2004 |
- MO
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Total Assets Under Management4,820MILLIONS
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Total Number of Accounts20,120ACCOUNTS
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Average Account Value$239,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI
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