Darla Dustin Douglas

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

• 06/2011 → 12/2020
  Lpl Financial, Llc
  Boulder, CO
• 02/2015 → 11/2017
  Western Wealth Management, Llc
  Boulder, CO
• 11/2017 → 06/2018
  Independent Financial Partners
  Boulder, CO
• 06/2018 → 12/2020
  Western Wealth Management Llc
  Boulder, CO
• 01/2021 → Present
  Lpl Financial, Llc
  Boulder, CO
• 01/2021 → Present
  Gps Wealth Strategies Group, Llc
  Denver, CO

Previous Registrations

• 2021-01-28 → 2026-02-27
  Gps Wealth Strategies Group, Llc
  Centennial, CO
• 2018-06-01 → 2021-01-11
  Western Wealth Management Llc
  Golden, CO
• 2017-12-01 → 2018-05-15
  Independent Financial Partners
  Boulder, CO
• 2015-05-21 → 2018-03-15
  Lpl Financial Llc
  Boulder, CO
  Boulder, CO
  Golden, CO
  Naples, FL
  Boulder, CO
• 2016-06-22 → 2017-11-27
  Western Wealth Management Llc
  Boulder, CO
• 2016-04-21 → 2016-06-22
  Western Wealth Management Llc
  Boulder, CO

Other Businesses

1. 1/14/2021 - GPS Wealth Strategies Group, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Time Spent 100%. 2. 2/4/2021 - GPS Wealth Strategies Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/04/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GPS Wealth Strategies Group, LLC, an independent investment advisor firm. I started this business activity in 1/2021. 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. 3. 01/12/2024 - B & B Farms of Grafton - Non-Inv Related - Boulder, CO - Business Entity For Tax/Investment Purposes Only - Co-Owner of LLC - Started: 12/15/2023 - 1 Hr/mo; 0 Hr During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-05-20

Other Names

• Darla Douglas