Ryan Hook
Ryan Hook is a registered investment advisor at Iht Wealth Management LLC, based in St. Joseph, MO, with 12 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more. Their firm serves 23,131 clients with $6.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IHT Wealth Management charges a percentage of your portfolio's value for investment management. The exact fee is negotiated with each client, up to a maximum of 2% annually. Clients with smaller accounts may pay higher fees. IHT also offers access to LPL Financial's Guided Wealth Portfolios (GWP), which charges a maximum fee of 1.35%, including LPL's program fee of 0.35% and an advisor fee up to 1.00%.
Location
3901 Oakland Ave, St. Joseph, MO, 64506
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Regulatory History (1)
Employment Separation After Allegations
November 2020Other Business ActivitiesSells Insurance
Ryan is an insurance agent and involved in seasonal fireworks sales. He also has a 50% ownership in 108 Capital LLC, a real estate investment company that rehabs properties for sale or rent, and is a partner in Purpose Properties LLC, which flips houses.
Employment History
Current Registrations
Iht Wealth Management LLC
Previous Registrations
Commerce Brokerage Services, INC
Commerce Brokerage Services, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.