Michael Allen Osborne

Current Employers

Employment History

• 04/2012 → 03/2021
  Lpl Financial Llc
  Overland Park, KS
• 07/2014 → 12/2017
  Nvision Wealth Group, Llc (Formerly: Shadowstone Partners)
  Overland Park, KS
• 10/2017 → Present
  Iht Wealth Management, Llc
  Overland Park, KS

Previous Registrations

• 2014-08-01 → 2017-12-31
  Nvision Wealth Group, Llc
  Overland Park, KS
  Overland Park, KS
• 2012-04-20 → 2014-10-17
  Independent Financial Partners
  Overland Park, KS
  Fairway, KS
  Leawood, KS
• 2006-05-24 → 2012-04-30
  Manulife Investment Management (Us) Llc
  Boston, MA
• 2006-05-22 → 2010-12-31
  John Hancock Investment Management Llc
  Boston, MA

Other Businesses

1. 7/31/2014 - MAO Wealth Mangement, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/01/2012 - 5 Hours Per Month/2 Hours During Securities Trading - S-corporation for tax reporting for RIA businesses. 2. 12/20/2017 - IHT Wealth Management, LLC - DBA: (Hybrid) nVision Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/12/2017 - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in December 2017. I expect to spend approximately 160 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. 4. 1/9/2018 - nVision Wealth Partners, LLC - DBA: nVision Wealth - Investment Related - At Reported Business Location(s) - Started 03/01/2017 - 160 Hours Per Month/140 Hours During Securities Trading. 5. 5/10/2018 - nVision Wealth Partners, LLC - DBA: nVision 401K Plan Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:05/15/2018 - 40 Hours Per Month/40 Hours During Trading. 6. 7/17/2018 - IHT Wealth Management - DBA: nVision 401K Plan Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:05/15/2018 - 40 Hours Per Month/40 Hours During Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 05/15/2018. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. 7. 2/20/2019 - nVision Risk Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner & President - Start Date: 02/11/2019 - 5 Hours Per Month/5 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2006-05-18
• S63 Uniform Securities Agent State Law Examination
  2003-04-03