Unclaimed
Thomas Ireland is a financial advisor based in Dawn, Missouri. Thomas has been in the industry since 1995 and is registered with the Securities and Exchange Commission (SEC). He works at IHT Wealth Management LLC, a firm based in Chicago, Illinois. Thomas also holds registrations in several states including Missouri, Florida, and Texas. He provides services such as financial planning, pension consulting, selection of other advisors, and portfolio management for both individuals and businesses.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
MO
12/16/2016 - Present
IHT Wealth Management LLC (Dawn MO)
MO
10/13/2003 - 02/19/2016
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (KANSAS CITY MO)
MO
03/26/2001 - 09/29/2003
EDWARD JONES (ST. LOUIS MO)
MO
03/22/1995 - 03/15/2001
N.I.S. FINANCIAL SERVICES, INC. (KANSAS CITY MO)
IA
Issued 02/10/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/17/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/14/2001
Series 7 - General Securities Representative Examination
BC
Issued 03/13/1995
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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