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Current Employers
Iht Wealth Management Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2024-03-06
  • CO RA
    APPROVED
    Since 2024-03-06

Branch Locations

430 Stover Street, Fort Collins, CO 80524 • United States

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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Edward Jones Fort Collins CO 12/2010 Present
Iht Wealth Management Fort Collins CO 07/2022 Present
  • 12/2010 → Present
    Fort Collins, CO
  • 07/2022 → Present
    Iht Wealth Management
    Fort Collins, CO
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-11-17
  • S66 Uniform Combined State Law Examination
    2003-11-17
Other Names
  • Kira L Luttrell
  • Kira Lyn Luttrell
  • Kira Lyn Burgan
  • Kira L Burgan

View on SEC IAPD

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