Kristin Anne Johnson

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

• 08/2012 → Present
  Lpl Financial Llc
  St. Petersburg, FL
• 09/2012 → 04/2019
  Independent Financial Partners
  Tampa, FL
• 05/2019 → Present
  Iht Wealth Management Llc
  St. Petersburg, FL

Previous Registrations

• 2012-08-15 → 2019-04-17
  Independent Financial Partners
  Tampa, FL
• 2003-12-10 → 2012-08-09
  Valic Financial Advisors, Inc.
  Tampa, FL
  Boca Raton, FL

Other Businesses

1. 11/7/2012 - Kristin A Johnson Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 05/14/2019 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 05/03/2019 - 60 Hours Per Month/60 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 05/2019. I expect to spend approximately 60 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. 09/09/2024 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 02/19/2015 - 20 Hours Per Month/ 10 Hours During Trading

Exams

• S66 Uniform Combined State Law Examination
  2003-12-05

Other Names

• Kristin Anne Holder