BS
BS

Brittany Shiflett

2 Years of Experience
Dawn, MO
Broker

Brittany Shiflett is a registered investment advisor at Iht Wealth Management LLC, based in Dawn, MO, with 2 years of industry experience. Brittany is also registered as a broker, so some compensation may come from commissions on products sold. 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
—
Loading...

Location

20739 Liv 439, Dawn, MO, 64638

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Other Business Activities

Brittany works as a wedding coordinator, dedicating minimal time to this role. She also works full-time for IHT Wealth Management as a Registered Investment Advisor, providing investment advisory services.

Employment History
Current Registrations
Iht Wealth Management LLC
July 2024 - Present · 2 yrs 3 mos
LPL Financial LLCBroker
February 2024 - Present · 2 yrs 8 mos
Previous Registrations
LPL Financial LLC
June 2024 - June 2024 · 0 mos
State Registrations1 state
MO
AdvisorBrokerBoth

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.