Brian Housel's Professional Contact Details

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HQ
+1(855) 295-2828
Location
Tampa, Florida

Brian Housel's Current Company Details

As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 fin...
As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 financial advisors with nationwide reach. In fact, our presence extends throughout 65 offices in 15 states.Overall, our approach concentrates on providing the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. Our range of financial services include:• Financial Planning• Retirement Analysis• Investment Advice and Portfolio Management• Charitable Giving• ESG Investing• Insurance and Risk Management• Multi-Generational Family Planning• Legacy, Wills, Trusts, and Estates• Private Equity and Alternative Investments• Tax Aware InvestingTo create a financial plan for 2023, please contact IHT Wealth Management at https://www.ihtwealthmanagement.com/contact/.For financial advisors interested in joining our team, IHT Wealth Management is an independent hybrid-RIA. Because of this, our firm provides access to multiple custodians and broker-dealers. Notably, IHT Wealth Advisors fully own their practices and have the freedom to best serve their clients.Not only do IHT Wealth Advisors gain access to managed portfolios with customized, turnkey modeling, our firm supplies a fully staffed in-house transition team. With full compliance and regulatory oversight, IHT Wealth Advisors can focus on their practice while our staff delivers on the technology, marketing and administrative aspects.Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
investment management
tailored customized portfolios
financial planning
objective investment advice
retirement planning
retirement analysis
investment advice
charitable giving
risk management
esg investing
legacy planning
estate planning
wills
trusts
private equity
alternative investments
tax aware investing
financial advising
multigenerational family planning
insurance
real estate investing
structured products
financial services
capital markets
law practice
legal services
real estate investments

Brian Housel's Work History and Education

IHT Wealth Management
Senior Vice President
2019 - Present
Ameriprise Financial Services, LLC
Associate Vice President
2013 - 2015 • 3 years
Morgan Keegan Investment
Financial Advisor
2008 - 2013 • 4 years

Others Named Brian Housel

Realtor at United Real Estate Gallery at United Real Estate Gallery

Frequently Asked Questions about Brian Housel


What company does Brian Housel work for?

Brian Housel works for IHT Wealth Management.

What is Brian Housel's role at IHT Wealth Management?

Brian Housel's role at IHT Wealth Management is Senior Vice President.

What is Brian Housel's email address?

Brian Housel's email address is b**@lpl.com.

What is Brian Housel's business email address?

Brian Housel's business email address is b**@lpl.com.

What is Brian Housel's direct mobile number?

Brian Housel's direct mobile number is (813) XXX-XXXX.

What is Brian Housel's HQ phone number?

Brian Housel's HQ phone number is +1(855) 295-2828.

What industry does Brian Housel work in?

Brian Housel works in the Financial Services industry.

Who are Brian Housel's colleagues?

Brian Housel's colleagues are David Sanchez, Frank Diliberto, Karim Cfp, Sam Rouman and more.

Colleagues at IHT Wealth Management

Business Relationship Manager
Wealth Manager
Senior Wealth Advisor
Senior Wealth Advisor

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