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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

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

1213 Hylton Heights Road Suite 109, Manhattan, KS 66502 • 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
Lpl Financial Llc Manhanttan KS 05/2012 Present
V Wealth Management, Llc Manhattan KS 06/2013 12/2023
Wcg Wealth Advisors, Llc Manhattan KS 07/2023 06/2026
Iht Wealth Management Chicago IL 10/2024 Present
  • 05/2012 → Present
    Lpl Financial Llc
    Manhanttan, KS
  • 06/2013 → 12/2023
    V Wealth Management, Llc
    Manhattan, KS
  • 07/2023 → 06/2026
    Wcg Wealth Advisors, Llc
    Manhattan, KS
  • 10/2024 → Present
    Iht Wealth Management
    Chicago, IL
Previous Registrations
  • 2023-07-14 → 2024-10-02
    Manhattan, KS
    Las Vegas, NV
    Manhattan, KS
  • 2012-05-29 → 2023-12-31
    V Wealth Advisors Llc
    Overland Park, KS
    Manhattan, KS
  • 2007-03-30 → 2012-05-29
    Junction City, KS
    St Louis, MO
Other Businesses

1) 04/25/2012 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) 2) 07/26/2023 - V Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 07/14/2023 - 160 hours per month/ during trading 3) 07/28/2023 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 7/14/23 - 160 Hours Per Month/ During Trading 4) 10/31/2023 - Konza Wealth Advisors / IHT Wealth Management - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 40 hours During Trading - I provide investment advisory services through WCG Wealth Advisors, LLC, an independent investment advisor firm. I started this business activity in 10/2023. 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. 5) 11/13/2023 - Konza Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 160 Hours Per Month/ 7 Hours During Trading 6) 06/16/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 80 hours per month/ during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2024. I expect to spend approximately 80 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-26
S63 Uniform Securities Agent State Law Examination 2006-03-31
  • S66 Uniform Combined State Law Examination
    2007-03-26
  • S63 Uniform Securities Agent State Law Examination
    2006-03-31

View on SEC IAPD

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