Ryan
Hook

Iht Wealth Management LLC

CRD#6134240
Investment Advisor
in Saint Joseph, MO

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About this Advisor

Ryan Hook is a financial advisor based in Saint Joseph, Missouri, working with Iht Wealth Management LLC. Ryan has previously held positions at Commerce Brokerage Services Inc, Iht Wealth Management, and Purpose Properties. Ryan has passed the Series 66 regulatory exam and is registered to provide services in Missouri. Currently, Ryan is part of Iht Wealth Management LLC, which operates out of Saint Joseph, Missouri. The firm has 67 offices and 230 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Iht Wealth Management LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 66

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

3901 Oakland Ave
Saint Joseph, MO 64506

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,820,462,755

MO Average: $6,674,516,078
Total Number of Employees

230

MO Average: 44
Total Number of Accounts

20,120

MO Average: 2,564
Average Account Size

$239,586

MO Average: $2,603,165

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

Ryan Hook Work History

2021 - Present (3 years)

Iht Wealth Management

2020 - Present (4 years)

Purpose Properties

2012 - 2020 (8 years)

Commerce Brokerage Services Inc

Disclosures

Please visit the SEC profile of Ryan Hook to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Iht Wealth Management LLC

Catarina Edwards
Chicago, IL
Chandler Kirkhart
El Dorado, KS
Matthew Zivick
Chicago, IL
Ian Weiss
Chicago, IL
Ryan Wittig
Chicago, IL
Scott Staley
Chicago, IL
Nora Dudash
Chicago, IL
Karim Poonawala
Orlando, FL

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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