LB
Leo E. Breault
IHT WEALTH MANAGEMENT LLC
EUREKA, MO
Some features on this profile are disabled
CRD#: 4144770
LB
Professional summary
Leo Edmond Breault, who also goes by Leo Edmond Breault Jr., Leo Edmond Breault, is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Eureka, Missouri and LPL FINANCIAL LLC located in Chicago, Illinois.
Leo is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Leo has worked at 15 firms and has passed the Series 65, Series 63, SIE, Series 7, Series 9, Series 10 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Leo Edmond Breault Jr. | Leo Edmond Breault
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) 06/06/2025 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - Chicago, IL 60606 - Start date: 05/30/2025 - 160 Hrs/Mth - 40 Hrs During Trading - time Spent:100 2) 06/06/2025 - Wine Dives, LLC - Business Owner - Not Investment Related - Eureka, MO 63025 - Start date: 03/17/2025 - 8 Hrs/Mth - 0 Hrs During Trading - time Spent: 5 3) 06/06/2025 - Breaux LLC DBA The Cigar Guy - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Eureka MO 63025 - Start date: 05/01/2023 - 24 Hrs/Mth - 0 Hrs During Trading - time Spent: 10 4) 06/06/2025 - Uber, LLC - Outside/W-2 Employment - Investment Related - San Fransisco, CA 94158 - Start date: 01/06/2024 - 4 Hrs/Mth - 0 Hrs During Trading - time Spent: 2 5. 08/26/2025 - IHT Wealth Management - Registered Investment Advisor Hybrid - At reported business Location(s) - Inv rel - Start date: 05/30/2025 - 160 Hrs/Mth - 40 Hrs During Trading. I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 5/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 6. 08/26/2025 - IHT Wealth Management - Registered Investment Advisor DBA - At reported business Location(s) - Inv rel - Start date: 05/30/2025 - 160 Hrs/Mth - 40 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Leo Edmond Breault's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 20, 2025 - Present
IHT WEALTH MANAGEMENT LLC
RIA
CRD#: 171481
EUREKA, MO
Current
June 6, 2025 - Present
LPL FINANCIAL LLC
Office #1: 123 N Wacker Dr Ste 2300, Chicago, IL 60606RIA
BD
CRD#: 6413
CHICAGO, IL
Past
February 7, 2025 - April 30, 2025
LPL FINANCIAL LLC
BD
CRD#: 6413
FORT MILL, SC
Past
October 15, 2024 - April 17, 2025
LPL ENTERPRISE, LLC
RIA
CRD#: 8733
EUREKA, MO
Past
October 15, 2024 - April 17, 2025
LPL ENTERPRISE, LLC
BD
CRD#: 8733
EUREKA, MO
Past
April 19, 2024 - September 23, 2024
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ST. LOUIS, MO
Past
April 18, 2024 - September 23, 2024
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
January 24, 2022 - January 10, 2024
CHARLES SCHWAB & CO., INC.
BD
CRD#: 5393
WESTLAKE, TX
Past
January 21, 2022 - January 10, 2024
CHARLES SCHWAB & CO., INC.
RIA
CRD#: 5393
EUREKA, MO
Past
January 22, 2018 - January 19, 2022
TD AMERITRADE, INC.
RIA
CRD#: 7870
St. Louis, MO
Past
January 18, 2018 - January 19, 2022
TD AMERITRADE, INC.
BD
CRD#: 7870
OMAHA, NE
Past
April 18, 2016 - June 20, 2018
SCOTTRADE INVESTMENT MANAGEMENT
RIA
CRD#: 169988
SAINT LOUIS, MO
Past
January 13, 2015 - September 10, 2018
SCOTTRADE, INC.
BD
CRD#: 8206
ST LOUIS, MO
Past
August 25, 2010 - October 5, 2011
AVANTAX INVESTMENT SERVICES, INC.
BD
CRD#: 13686
DALLAS, TX
Past
August 25, 2010 - January 13, 2015
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
BD
CRD#: 11025
ST. LOUIS, MO
Past
August 25, 2010 - January 13, 2015
FIRST CLEARING, LLC
BD
CRD#: 17344
ST. LOUIS, MO
Past
February 29, 2008 - January 13, 2015
WELLS FARGO CLEARING SERVICES, LLC
RIA
CRD#: 19616
ST. LOUIS, MO
Past
February 28, 2008 - January 13, 2015
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
ST. LOUIS, MO
Past
April 27, 2004 - December 13, 2007
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
CLAYTON, MO
Past
April 26, 2004 - December 13, 2007
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
CLAYTON, MO
Past
September 10, 2002 - February 18, 2004
EDWARD JONES
BD
CRD#: 250
ST. LOUIS, MO
Past
September 20, 2001 - August 5, 2002
EQUITABLE ADVISORS, LLC
RIA
CRD#: 6627
BOCA RATON, FL
Past
September 19, 2001 - August 5, 2002
EQUITABLE ADVISORS, LLC
BD
CRD#: 6627
NEW YORK, NY
Past
March 31, 2000 - September 25, 2001
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
NEWARK, NJ
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(6/9/2025)
RR
Alaska(6/12/2025)
RR
Arizona(6/9/2025)
RR
Arkansas(6/17/2025)
RR
California(6/6/2025)
RR
Colorado(6/10/2025)
RR
Connecticut(6/6/2025)
RR
Delaware(6/9/2025)
RR
District of Columbia(6/9/2025)
RR
Florida(6/9/2025)
RR
Georgia(6/9/2025)
RR
Hawaii(6/13/2025)
RR
Idaho(6/10/2025)
RR
Illinois(6/11/2025)
RR
Indiana(6/19/2025)
RR
Iowa(6/6/2025)
RR
Kansas(6/6/2025)
RR
Kentucky(6/12/2025)
RR
Louisiana(6/9/2025)
RR
Maine(6/9/2025)
RR
Maryland(6/12/2025)
RR
Massachusetts(6/9/2025)
RR
Michigan(6/10/2025)
RR
Minnesota(6/9/2025)
RR
Mississippi(6/16/2025)
RR
Missouri(6/9/2025)
IAR
Missouri(8/20/2025)
RR
Montana(6/12/2025)
RR
Nebraska(6/6/2025)
RR
Nevada(6/9/2025)
RR
New Hampshire(6/10/2025)
RR
New Jersey(6/6/2025)
RR
New Mexico(6/10/2025)
RR
New York(6/10/2025)
RR
North Carolina(6/12/2025)
RR
North Dakota(6/9/2025)
RR
Ohio(6/17/2025)
RR
Oklahoma(6/9/2025)
RR
Oregon(6/17/2025)
RR
Pennsylvania(6/9/2025)
RR
Puerto Rico(6/17/2025)
RR
Rhode Island(6/10/2025)
RR
South Carolina(6/12/2025)
RR
South Dakota(6/10/2025)
RR
Tennessee(6/9/2025)
RR
Texas(6/7/2025)
RR
Utah(6/9/2025)
RR
Vermont(6/9/2025)
RR
Virgin Islands(6/9/2025)
RR
Virginia(6/10/2025)
RR
Washington(6/10/2025)
RR
West Virginia(6/16/2025)
RR
Wisconsin(6/11/2025)
RR
Wyoming(6/10/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606
Mailing Address
Phone number
(855) 295-2828
Established
Firm type
Fiscal year end
# of Employees
179
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,131 |
| AUM (Assets Under Management) | $ 6,376,084,483 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
