Donald Russell Morse | Financial Professional | Overland Park, Kansas

Professional summary

Donald Russell Morse is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Overland Park, Kansas and LPL FINANCIAL LLC located in Overland Park, Kansas.

Donald is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Donald has worked at 6 firms and has passed the Series 66, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

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. 10/09/2013: DON MORSE WEALTH MANAGEMENT, LLC - FOR ACCOUNTING PURPOSES ONLY - 1% OF TIME SPENT 2. 08/04/2014: DON MORSE WEALTH MANAGEMENT - INV REL - 20795 W 108TH ST - OLATHE, KS 66061 - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 05/04/012 - 2 HR/MO NONE DURING SECS TRDG HRS - S CORPORATION FOR TAX REPORTING RIA AFFILIATED BUSINESS 3. 2/10/2017: nVision Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 03/01/2017 - 140 Hours Per Month During Securities Trading. 4. 12/20/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/12/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in December 2017. 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. 5. 12/20/2017 - IHT Wealth Management LLC - DBA: (Hybrid) nVision Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 09/12/2017 - 160 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in December 2017. 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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Russell Morse's CRS (Customer Relationship Summary).

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®

None

Experience

Current

October 13, 2017 - Present

IHT WEALTH MANAGEMENT LLC

Office #1: 8700 Indian Creek Pkwy Suite 100, Overland Park, KS 66210

RIA

CRD#: 171481

overland park, KS

Current

May 4, 2012 - Present

LPL FINANCIAL LLC

Office #1: 8700 Indian Creek Pkwy Ste 100, Overland Park, KS 66210

RIA

BD

CRD#: 6413

Overland Park, KS

Past

August 1, 2014 - December 6, 2017

NVISION WEALTH GROUP, LLC

RIA

CRD#: 171952

OVERLAND PARK, KS

Past

May 4, 2012 - November 5, 2014

INDEPENDENT FINANCIAL PARTNERS

RIA

CRD#: 125112

OLATHE, KS

Past

September 30, 2002 - May 14, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

RIA

CRD#: 6363

OVERLAND PARK, KS

Past

August 29, 2002 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD

CRD#: 6321

MINNEAPOLIS, MN

Past

August 29, 2002 - May 14, 2012

AMERIPRISE FINANCIAL SERVICES, LLC

BD

CRD#: 6363

OVERLAND PARK, KS

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

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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

Arizona
(5/18/2012)

RR

Florida
(1/21/2021)

RR

Georgia
(5/18/2012)

RR

Illinois
(6/5/2019)

RR

Kansas
(5/4/2012)

IAR

Kansas
(10/13/2017)

RR

Massachusetts
(7/8/2022)

RR

Missouri
(5/18/2012)

RR

New Jersey
(5/18/2012)

RR

Ohio
(8/22/2017)

RR

Oregon
(5/18/2012)

RR

Pennsylvania
(7/26/2021)

RR

Texas
(1/25/2017)

RR

Washington
(4/7/2017)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 9/27/2002

Uniform Combined State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 8/28/2002

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

IW

IHT WEALTH MANAGEMENT LLC

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)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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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

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

PART 2A OF FORM ADV FIRM BROCHURE (4/1/2025)

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.

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Advisor Monitoring

Firm Stability Insights

Donald R. Morse

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Donald Russell Morse's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

NVISION WEALTH GROUP, LLC

INDEPENDENT FINANCIAL PARTNERS

AMERIPRISE FINANCIAL SERVICES, LLC

IDS LIFE INSURANCE COMPANY

AMERIPRISE FINANCIAL SERVICES, LLC

Primary Firm SEC Registration

IHT WEALTH MANAGEMENT LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 9/27/2002

SIE

Date: 10/1/2018

Series 7

Date: 8/28/2002

FINRA

Current Firm

IHT WEALTH MANAGEMENT LLC

Contact information

SEC notice filing (36 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

IHT WEALTH MANAGEMENT LLC

TRUST BUT VERIFY

Contact information

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