Barret Roosa

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

• 01/2018 → 06/2021
  Edward Jones
  St Louis, MO
• 07/1991 → 12/2017
  Wells Fargo
  Charlotte, NC
• 06/2021 → 08/2022
  Ameriprise Financial Services, Llc
  Tampa, FL
• 08/2022 → Present
  Lpl Financial
  Tampa, FL
• 08/2022 → Present
  Iht Wealth Management
  Tampa, FL

Previous Registrations

• 2021-06-28 → 2022-08-04
  Ameriprise Financial Services, Llc
  Tampa, FL
• 2018-05-17 → 2021-06-29
  Edward Jones
  Odessa, FL
  Tarpon Springs, FL
  Tampa, FL
  St Louis, MO
  Odessa, FL

Other Businesses

1. 08/24/2022 - IHT Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 08/03/2022 - 170 Hours Per Month/170 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 08/2022. I expect to spend approximately 170 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. 11/04/2022 - MRW Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 09/09/2022 - 3 Hours Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2018-03-29
• S63 Uniform Securities Agent State Law Examination
  1996-07-26

Other Names

• Barret Ford Roosa