MO
Michael A. Osborne
IHT WEALTH MANAGEMENT LLC
overland park, KS 66210
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CRD#: 4646718
MO
Professional summary
Michael Allen Osborne, AIF® is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Overland Park, Kansas.
Michael is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2003. Michael has worked at 8 firms and has passed the Series 65, Series 63, Series 7TO, Series 6TO, SIE, Series 7 and Series 6 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. 7/31/2014 - MAO Wealth Mangement, Inc - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 04/01/2012 - 5 Hours Per Month/2 Hours During Securities Trading - S-corporation for tax reporting for RIA businesses.
2. 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 - 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.
4. 1/9/2018 - nVision Wealth Partners, LLC - DBA: nVision Wealth - Investment Related - At Reported Business Location(s) - Started 03/01/2017 - 160 Hours Per Month/140 Hours During Securities Trading.
5. 5/10/2018 - nVision Wealth Partners, LLC - DBA: nVision 401K Plan Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:05/15/2018 - 40 Hours Per Month/40 Hours During Trading.
6. 7/17/2018 - IHT Wealth Management - DBA: nVision 401K Plan Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date:05/15/2018 - 40 Hours Per Month/40 Hours During Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 05/15/2018. I expect to spend approximately 40 hours per month on this activity. Please see the Form ADV of the advisory firm for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD.
7. 2/20/2019 - nVision Risk Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner & President - Start Date: 02/11/2019 - 5 Hours Per Month/5 Hours During Securities Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Michael Allen Osborne'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®
Experience
Current
October 13, 2017 - Present
IHT WEALTH MANAGEMENT LLC
Office #1: 8700 Indian Creek Pkwy Suite 100, Overland Park, KS 66210RIA
CRD#: 171481
overland park, KS
Past
August 1, 2014 - December 31, 2017
NVISION WEALTH GROUP, LLC
RIA
CRD#: 171952
OVERLAND PARK, KS
Past
April 20, 2012 - October 17, 2014
INDEPENDENT FINANCIAL PARTNERS
RIA
CRD#: 125112
OVERLAND PARK, KS
Past
April 20, 2012 - April 13, 2021
LPL FINANCIAL LLC
BD
CRD#: 6413
OVERLAND PARK, KS
Past
May 24, 2006 - April 30, 2012
MANULIFE INVESTMENT MANAGEMENT (US) LLC
RIA
CRD#: 106435
BOSTON, MA
Past
May 22, 2006 - December 31, 2010
JOHN HANCOCK INVESTMENT MANAGEMENT LLC
RIA
CRD#: 105790
BOSTON, MA
Past
February 9, 2006 - April 30, 2012
JOHN HANCOCK INVESTMENT MANAGEMENT DISTRIBUTORS LLC
BD
CRD#: 28262
BOSTON, MA
Past
March 31, 2003 - February 2, 2006
GLOBAL ATLANTIC DISTRIBUTORS, LLC
BD
CRD#: 8326
HARTFORD, CT
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.Highlighted states indicate IAR registrations
IAR
Kansas(10/13/2017)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/15/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 12/15/2022
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IHT WEALTH MANAGEMENT LLC
CRD#: 171481Overland Park, KS 66210TRUST BUT VERIFY
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