Ithink Wealth Management
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (Member SIPC. sipc.org). Insurance products are offered through LPL or its licensed affiliates. iTHINK Financial and iTHINK Wealth Management are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using iTHINK Wealth Management, and may also be employees of iTHINK Financial. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of iTHINK Financial or iTHINK Wealth Management. Securities and insurance offered through LPL or its affiliates are: • Not Insured by NCUA or Any Other Government Agency • Not Credit Union Guaranteed • Not Credit Union Deposits or Obligations • May Lose Value Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed as to accuracy and completeness. The LPL Financial registered representatives associated with this page may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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Decision-makers and verified team members
2 contacts with verified email or phone · masked until revealed.
- NE
Nancy E. Smith
Senior Program Coordinator · Operations
EmailPhone - RM
Rob Means
Program Manager · General Business & Management
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Top roles at Ithink Wealth Management
2 distinct titles indexed · top 2 shown.
- 1program manager
- 1senior program coordinator
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