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Thomas Junior Ireland

IHT Wealth Management LLC

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About Thomas Junior Ireland

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.

Firm Information

Thomas Ireland is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

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.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

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Thomas Ireland’s Registration & Firm History

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)

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Licenses & Designations

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

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Thomas Junior Ireland.
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