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IHT Form CRS

Feb 5, 2021

IHT Form CRS_06-30-20

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Overland Park KS

Corporate Woods® Building 3
8700 Indian Creek Parkway, Suite 100
Overland Park, KS 66210

Phone: (913) 956-4000
Fax: (913) 956-4015

Shawnee KS

6428 Vista Drive
Shawnee, KS 66218

Phone: (913) 944-2063
Fax: (913) 956-4015

St Joseph MO

3901 Oakland Ave
St Joseph, MO 64506

Phone: (816) 351-2166
Fax: (913) 956-4015

Investors should seek professional advice before making any investment. Any discussion of markets, investments and asset classes is for discussion purposes only and should not be construed as a recommendation in any way. All investments have risk and may lose value. Past performance is not indicative of future results.

RIA Hybrid Brokerage
The LPL Financial representatives associated with this website may discuss and/or transact securities business only with residents of the following states: AL, AR, AZ, CA, CO, FL, GA, HI, IL, KS, MD, MO, MT, NC, NE, NJ, NV, OH, OK, OR, SC, TX, UT, VA, WA, WI.

Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.

RIA IFA Advisor – Custodian LPL Financial
Michael Osborne, Lance Gorsuch, and Ian Campbell are solely investment advisor representatives of IHT Wealth Management, LLC and are not affiliated with LPL Financial. IHT Wealth Management, LLC has an agreement with LPL Financial to use them as a custodian for client assets. The RIA IFA Advisors listed are not a LPL Financial Professional and are not registered with LPL Financial in any capacity.

Investment advisory services offered through IHT Wealth Management, LLC, a registered investment advisor and separate entity from LPL Financial.

RIA IFA Advisor – Custodian Charles Schwab
Ryan Hook is solely an investment advisor representative of IHT Wealth Management, LLC. IHT Wealth Management has an agreement with Charles Schwab to use them as a custodian for client assets.

IHT Wealth Management, LLC may only transact business in those states in which it is registered or qualifies for an exemption or exclusion from registration requirements.

nVision-Wealth@lpl.com