BS
BS

Brittany K Shiflett

1 Year of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

20739 Liv 439, Dawn, MO, 64638

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Brittany works as a wedding coordinator, dedicating minimal time to this role. She also works full-time for IHT Wealth Management as a Registered Investment Advisor, providing investment advisory services.

Employment History
Current Registrations
Iht Wealth Management LLC
July 2024 - Present · 1 yr 7 mos
LPL Financial LLCBroker
February 2024 - Present · 2 yrs
Previous Registrations
LPL Financial LLC
June 2024 - June 2024 · 0 mos
State Registrations1 state
MO
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Brittany K Shiflett - Financial Advisor | TrueAdvisor