Brittany K Shiflett

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

• 08/2023 → Present
  Lpl Financial Llc
  Dawn, MO
• 12/2012 → 12/2020
  Grand River Multi- Purpose Center
  Chillicothe, MO
• 06/2016 → 08/2018
  Maurices
  Chillicothe, MO
• 08/2016 → 05/2017
  Stephens College
  Columbia, MO
• 08/2017 → 12/2017
  Break From School
  Columbia, MO
• 11/2017 → 10/2018
  Stadium Bar & Grill
  Columbia, MO
• 05/2018 → 09/2018
  Maurices
  Columbia, MO
• 11/2017 → 04/2019
  David's Bridal
  Columbia, MO
• 04/2019 → 12/2019
  David's Bridal
  Columbia, MO
• 12/2019 → 09/2020
  Maurices
  Columbia, MO
• 01/2018 → 05/2019
  Stephens College
  Columbia, MO
• 09/2020 → 04/2021
  Hedrick Medical Center
  Chillicothe, MO
• 09/2020 → 08/2023
  Maurices
  Chillicothe, MO
• 04/2021 → 03/2024
  Hedrick Family Care
  Chillicothe, MO

Other Businesses

1) 10/2023 - Brittany Shiflett / Wedding Coordinator / Outside/1099 / Meadville, MO / Start date 09/01/2023 - 4 Hrs per month / 1% Time Spent 2) 10/2023 - IHT Wealth Management / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 3) 07/23/2024 - IHT Wealth Management - Inv Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started: 8/29/2023 - 160 Hrs/Mo; 40 Hrs During Trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 8/2023. 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.

Exams

• S66 Uniform Combined State Law Examination
  2024-06-06

Other Names

• Brittany Kay Lea Ireland