Lance Eric Gorsuch

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

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

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

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

Current Employers

Employment History

• 02/2004 → 11/2017
  Waddell & Reed Inc
  Leawood, KS
• 04/2004 → 11/2017
  Various Insurance Carriers For W&R Insurance Agencies
  Overland Park, KS
• 11/2017 → 09/2021
  Lpl Financial, Llc
  Overland Park, KS
• 11/2017 → Present
  Iht Wealth Management, Llc
  Overland Park, KS

Previous Registrations

• 2004-03-31 → 2017-11-14
  Waddell & Reed
  Overland Park, KS
  Shawnee, KS
  Edmond, OK

Other Businesses

1. 11/10/2017 - nVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 11/10/2017 - 120 Hours Per Month/6 Hours During Securities Trading - Time Spent 90%. 2. 1/8/2018 - LG Wealth LLC - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 2 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-03-29
• S63 Uniform Securities Agent State Law Examination
  2004-03-09

Other Names

• Lance Gorsuch
• Lance E Gorsuch