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Paul Eugene Ward

IHT WEALTH MANAGEMENT
Shawnee, KS
·CRD# 5128566·20 years experience

Professional Summary

Paul Eugene Ward is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Shawnee, Kansas and LPL FINANCIAL LLC located in Overland Park, Kansas. Paul is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2006. Paul has worked at 5 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.

At a Glance

Advisory Accounts Only

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

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Contact Information

Direct

(xxx) xxx-xxxx

Email

xxxxx@xxxx.xxx

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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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Years of Experience

20 years in the financial services industry

Current & Past Employments

IHT WEALTH MANAGEMENT LLC·CRD# 171481
RIA
6428 Vista Drive, Shawnee, KS 66218
October 13, 2017 - Present
LPL FINANCIAL LLC·CRD# 6413
RIA
BD
1. 8700 Indian Creek Pkwy Ste 100, Overland Park, KS 662102. 6428 Vista Dr, Shawnee, KS 66218
May 4, 2012 - Present
NVISION WEALTH GROUP, LLC·CRD# 171952
RIA
Overland Park, KS
August 1, 2014 - December 31, 2017
INDEPENDENT FINANCIAL PARTNERS·CRD# 125112
RIA
Overland Park, KS
May 4, 2012 - November 5, 2014
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
RIA
Overland Park, KS
June 27, 2006 - May 14, 2012
AMERIPRISE FINANCIAL SERVICES, LLC·CRD# 6363
BD
Overland Park, KS
June 16, 2006 - May 14, 2012

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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 | ROXIE WEBB SECURITIES MANAGEMENT INC. | 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 - SEC (5/28/2014 Approved)
Florida
Registered Investment Advisory firm - Florida (12/6/2016 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (2/24/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (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).

Contact Information

Main Address

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606

Phone Number

(855) 295-2828

# of Employees

179

SEC notice filing (36 States and Territories)

Registered to provide investment advisory services in 36 US states and territories.

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV FORM 2A (3/30/2026)

Regulatory Assets Under Management

Total Number of Accounts

25,536

AUM (Assets Under Management)

$9,801,751,527

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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. 8/19/2014: PW WEALTH MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - START 08/19/2014 - 20 Hours Per Month During Securities Trading. 2. 2/7/2017: nVision Wealth Partners, LLC - DBA: nVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 03/01/2017 - 160 Hours Per Month/140 Hours During Securities Trading. 3. 12/20/2017 - IHT Wealth Management LLC - DBA: (Hybrid) nVision Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 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. 4. 12/20/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 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. 3/11/2019 - Friends and Family Homes - Investment Related - At Reported Business Location(s) - Mortgage/Real Estate Services - Managing Partner - Start Date: 01/03/2019 - 4 Hours Per Month/4 Hours During Securities Trading - Operations, Marketing/Technology. 6. 3/26/2020 - nVision Risk Management, LLC - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/03/2020 - 2 Hours Per Month During Securities Trading. 7. 5/10/2021 - Midland Farms, LLC - Not Investment Related - 20920 Midland Dr Shawnee, KS 66218 - Other-Farm - Owner - Start Date: 1/13/2021 - 1 Hours Per Month/0 Hours During Securities Trading. 8. 08/19/2022 - WOW Human Resource Management LLC - Not Investment Related - 8700 Indian Creek Pkwy Ste 100 Overland Park, KS 66210 - Business Entity For Tax/Investment Purposes Only - Partner - Start Date - 08/10/2022 - 0 Hours Per Month/0 Hours During Securities Trading. 9. 02/24/2026 - nVision Legacy LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Overland Park, KS - Start Date 02/01/2026 - 2 hours per month/ 0 hours during trading

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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 | ROXIE WEBB SECURITIES MANAGEMENT INC. | 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 - SEC (5/28/2014 Approved)
Florida
Registered Investment Advisory firm - Florida (12/6/2016 Terminated)
Illinois
Registered Investment Advisory firm - Illinois (2/24/2015 Terminated)
Texas
Registered Investment Advisory firm - Texas (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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Arizona
(9/13/2021)
RR
Colorado
(7/31/2025)
RR
Florida
(5/4/2021)
RR
Georgia
(1/22/2026)
RR
Kansas
(5/4/2012)
IAR
Kansas
(10/13/2017)
RR
Massachusetts
(1/22/2026)
RR
Missouri
(5/18/2012)
RR
Nebraska
(4/7/2021)
RR
New Jersey
(1/22/2026)
RR
Oklahoma
(11/17/2025)
RR
Oregon
(1/22/2026)
RR
Tennessee
(4/6/2026)
RR
Texas
(9/24/2025)

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

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 66 — Uniform Combined State Law Examination

Passed Jun 2006About the Series 66 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Jun 2006About the Series 7 exam

Series 24 — General Securities Principal Examination

Passed Feb 2015About the Series 24 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - RIA

Click below to view Paul Eugene Ward's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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PW
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