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William Campbell

Advisor at IHT Wealth Management LLC

Updated today

Location

Marshfield, MO

Credentials

Series 63, Series 65

Industry experience

30 years

About

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.

Client services

Based on IHT Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on IHT Wealth Management LLC

Concentrated stock management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Based on IHT Wealth Management LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees available, negotiated per client.

Commissions

Advisory professionals may receive commissions for sale of mutual funds, securities, insurance products.

Project-based

Financial planning hourly fees range from $250 to $600 depending on complexity.

Other

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.

Location

Marshfield, MO

Most active in

Missouri

Work history

IHT Wealth Management, LLC

2019 - Present (7 years)

LPL FInancial, LLC

2017 - Present (9 years)

Morgan Stanley Private Bank, National Association

2015 - 2017 (2 years)

Morgan Stanley Smith Barney

2009 - 2017 (8 years)

Morgan Stanley

2007 - 2017 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Janice F

Series 63, Series 66

Marshfield, MO

Ally invest Advisors

Janice Farr is a financial advisor with Ally Invest Advisors, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has been with Ally Invest Advisors and its affiliate Ally Invest Securities since 2021, following a brief tenure at Morgan Stanley. Ally Invest Advisors serves a large retail client base including individual and high-net-worth clients, providing discretionary portfolio management through automated services and advisor-led advice. The firm utilizes ETF-based portfolios grounded in Modern Portfolio Theory with multiple strategy variants and emphasizes digital delivery and transparent performance reporting.

ESG / Sustainable investing Tax-loss harvesting Income planning Retirement income strategy

Craig B

Series 63, Series 66

Marshfield, MO

Edward Jones

Craig Bell is a financial advisor with Edward Jones in Marshfield, MO, holding Series 63 and Series 66 licenses and having 38 years of industry experience. He has been with Edward Jones since 1987. Outside of his advisory role, he serves on the board of the Waxahachie Foundation in Texas and is involved in a family farm and investment business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, managed accounts, and affiliated mutual funds. The firm operates nationwide with over 23,700 advisors and reported approximately $1.01 trillion in assets under management.

Charitable giving & philanthropy Retirement income strategy General retirement planning Wealth management ESG / Sustainable investing Retired Founder/Business Owner Executive Religious/faith focused Values-based investing

Adam B

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.

Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business exit / sale strategy General retirement planning Founder/Business Owner

Kimberly B

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.

Retirement income strategy Business exit / sale strategy Charitable giving & philanthropy General retirement planning Wealth management Retired Founder/Business Owner Executive
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David B

Series 66

Marshfield, MO

Edward Jones

David Bell is a financial advisor at Edward Jones in Marshfield, MO, holding a Series 66 designation with two years of industry experience. He has been with Edward Jones since 2017 and has prior work experience at Price Cutter and McDonald's. Outside of his advisory role, Bell is the owner of Bell Legacy Investments LLC, a family investment account primarily holding stocks and mutual funds within an Edward Jones account. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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James B

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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