Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 65
Experience Industry experience
30 years
Location
Marshfield, MO
IHT Wealth Management LLC
Multi-team
William Campbell is a financial advisor at IHT Wealth Management LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Morgan Stanley and LPL Financial before joining IHT Wealth Management in 2019. Outside of his advisory role, he is involved with w.Reid Campbell LLC, a business entity used for tax and investment purposes. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.
Based on IHT Wealth Management LLC
Based on IHT Wealth Management LLC
Financial planning fixed fees available, negotiated per client.
Advisory professionals may receive commissions for sale of mutual funds, securities, insurance products.
Financial planning hourly fees range from $250 to $600 depending on complexity.
Account minimum: $5,000 Fee-only: Annual fee up to 2% of assets under management, negotiated individually; financial planning fees $250-$600 per hour or fixed fee basis.
Marshfield, MO
Marshfield MO
Advisors at this office
1
Missouri
30 years of industry experience
IHT Wealth Management, LLC
2019 - Present • 7 years
Chicago, IL
LPL FInancial, LLC
2017 - Present • 9 years
Marshfield, MO
Morgan Stanley Private Bank, National Association
2015 - 2017 • 2 years
New York, NY
Morgan Stanley Smith Barney
2009 - 2017 • 8 years
Las Vegas, NV
Morgan Stanley
2007 - 2017 • 10 years
Walnut Creek, CA
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66, Series 63
Marshfield, MO
Edward Jones
Craig Bell is a financial advisor with Edward Jones in Marshfield, MO, holding Series 66 and Series 63 designations and having 38 years of industry experience. He has worked at Edward Jones since 1987. Outside of his advisory role, he serves on the board of the Waxahachie Foundation and is involved in a family farm and investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.
Series 66
Marshfield, MO
Edward Jones
Adam Blanch is a financial advisor with Edward Jones in Marshfield, Missouri, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Outside of advising, he is involved in property management through Blanch Management LLC and operates a local laundromat, Blue Jay Laundry. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.
Series 66
Marshfield, MO
Edward Jones
Kimberly Browning Clift is a financial advisor at Edward Jones with seven years of industry experience. She has been with Edward Jones since 2018 and previously worked for the David Potter Agency, Inc. for 26 years. She holds the Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.
Series 66
Marshfield, MO
Edward Jones
David Bell is a Series 66 licensed financial advisor with Edward Jones in Marshfield, MO, where he has worked since 2017. He has three years of industry experience and previously held positions at Price Cutter and McDonald's. Outside of his advisory work, he manages a family investment LLC called Bell Legacy Investments. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.
Series 66
Strafford, MO
Edward Jones
James Barainca is a financial advisor at Edward Jones in Strafford, MO, holding a Series 66 designation with 18 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.
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