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Clinton Wade Sandmann

Iht Wealth Management LLC

Manhattan, KS

Chicago, IL

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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
KS RA APPROVED 2024-10-02
  • KS RA
    APPROVED
    Since 2024-10-02

Branch Locations

1213 Hylton Heights Road Suite 109, Manhattan, KS 66503 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Stewart Advisory Services, Llc Manhattan KS 05/2010 Present
Stewart Advisory Services, Llc Manhattan KS 01/2015 Present
Stewart Financial, Llc Manhattan KS 05/2010 Present
V Wealth Management, Llc Manhattan KS 09/2020 12/2023
Wcg Wealth Advisors, Llc Manhattan KS 07/2023 Present
Iht Wealth Management Chicago IL 10/2024 Present
  • 05/2010 → Present
    Stewart Advisory Services, Llc
    Manhattan, KS
  • 01/2015 → Present
    Stewart Advisory Services, Llc
    Manhattan, KS
  • 05/2010 → Present
    Stewart Financial, Llc
    Manhattan, KS
  • 09/2020 → 12/2023
    V Wealth Management, Llc
    Manhattan, KS
  • 07/2023 → Present
    Wcg Wealth Advisors, Llc
    Manhattan, KS
  • 10/2024 → Present
    Iht Wealth Management
    Chicago, IL
Previous Registrations
  • 2023-07-14 → 2024-10-02
    Las Vegas, NV
    Manhattan, KS
    Manhattan, KS
  • 2011-05-11 → 2024-02-02
    Stewart Advisory Services, Llc
    Manhattan, KS
    Manhattan, KS
    Manhattan, KS
    Manhattan, KS
  • 2020-10-05 → 2023-12-31
    V Wealth Advisors Llc
    Manhattan, KS
    Overland Park, KS
  • 2008-02-22 → 2011-05-04
    Manhattan, KS
    Manhattan, KS
    St Louis, MO
Other Businesses

1. 12/01/2023 - WCG Wealth Advisors, LLC - DBA: Konza Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date: 12/01/2023 - 160 Hours Per Month/80 Hours During Securities Trading - I provide investment advisory services through WCG WEALTH ADVISORS, LLC, an independent investment advisor firm. I started this business activity in 12/2023. 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. The firm is separate from and independent of LPL Financial. 2. Stewart Financial, LLC; Owner/Insurance Agent; Start: 12/2014; 2401 N. Seth Child Road, Suite 140, Manhattan, Kansas, 66503, an insurance/annuity company. 40 hrs/mo, 20 during trading hours. I own Stewart advisory services, LLC an RIA firm and Stewart Financial, LLC-an Insurance company that i will be closing down and transferring clients to the new firm but will stay open until that is completed. Stewart advisory services i receive AUM fees and fee for plan income. Stewart Financial i receive commissions from the sale of insurance products like life insurance and annuities. 3. KlickSand, LLC; Investment Related; Owner; Accounting Purposes; Start Date 10/2020; Approx. Hrs. a month 160/During Trading Hrs. 160; Account Purposes

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-02-11
  • S66 Uniform Combined State Law Examination
    2008-02-11
Designations
Other Names
  • Clint Wade Sandmann

View on SEC IAPD

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