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Ryan Hook

13 Years of Experience
St. Joseph, MO
1 DisclosureSells Insurance

Ryan Hook is a registered investment advisor at Iht Wealth Management LLC, based in St. Joseph, MO, with 13 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3901 Oakland Ave, St. Joseph, MO, 64506

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History

Regulatory History (1)
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Employment Separation After Allegations
November 2020
Other 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
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
Commerce Brokerage Services, INC
February 2013 - December 2020 · 7 yrs 10 mos
Commerce Brokerage Services, INC.Broker
November 2012 - December 2020 · 8 yrs 1 mo
State Registrations1 state
MO
Advisor

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.

Exams
No exam information available for this advisor.
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