Brittany K Shiflett
Investment adviser representative at Iht Wealth Management LLC
14 yearsExperience
1 stateRegistered in
$9.8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
14 years in the industry.
- Iht Wealth Management LLCJul 2024 to now
- LPL Financial LLCAug 2023 to now
- Hedrick Family CareApr 2021 to Mar 2024
- Hedrick Medical CenterSep 2020 to Apr 2021
- MauricesDec 2019 to Aug 2023
- Stephens CollegeJan 2018 to May 2019
- David's BridalNov 2017 to Dec 2019
- Stadium Bar & GrillNov 2017 to Oct 2018
- Break From SchoolAug 2017 to Dec 2017
- Stephens CollegeAug 2016 to May 2017
- MauricesJun 2016 to Sep 2018
- Grand River Multi- Purpose CenterDec 2012 to Dec 2020
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (MO).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7804961
- Firm CRD
- 171481