Randall Scott Powell

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

• 09/2007 → 09/2016
  Edward Jones
  St Louis, MO
• 09/2016 → 02/2019
  Wells Fargo Advisors Financial Network, Llc
  Overland Park, KS
• 09/2016 → 02/2019
  Waterfront Wealth, Inc.
  Overland Park, KS
• 03/2019 → Present
  Lpl Financial, Llc
  Overland Park, KS
• 03/2019 → Present
  Iht Wealth Management Llc
  Overland Park, KS

Previous Registrations

• 2016-09-02 → 2019-02-26
  Wells Fargo Advisors Financial Network, Llc
  Leawood, KS
• 2017-05-19 → 2019-02-25
  Waterfront Wealth Inc.
  Overland Park, KS
• 2007-12-18 → 2016-09-06
  Edward Jones
  Prairie Village, KS
  St Louis, MO
  Olathe, KS

Other Businesses

1. 3/7/2019 - nVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 3/7/19. 2. 3/7/2019 - Powell Wealth Management - Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 1/2017 - Time Spent 0%. 3. 4/17/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 3/7/19 - 160 Hours Per Month/6.5 Hours During Securities Trading - Time Spent 90% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 03/2019. 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. 4. 08/06/2021 - Modern Day Missions - Not Investment Related - Home Based - Other - Volunteer - Start Date: 07/01/2021 - 8 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2007-11-30

Other Names

• Randall Powell