Iht Wealth Management LLC

Iht Wealth Management LLC (CRD# 171481) is a financial advisory firm headquartered in Chicago, IL. They manage $4,820,462,755 in 20,120 accounts and serve the financial needs of clients across 36 states (or territories).

By the Numbers
  • Total Assets Under Management
    4,820
    MILLION
  • Total Number of Accounts
    20,120
    ACCOUNTS
  • Average Account Value
    $239,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Iht Wealth Management LLC
Showing 71 - 80 of 141 top financial advisors.
71
Ryan W. McCain
CRD#: 4287187
4711 Golf Road, Suite 705, Skokie, IL 60076

Ryan McCain (CRD# 4287187) is an Investment Advisor Representative working at Iht Wealth Management LLC in Skokie, IL and has over 23 years of experience in the finance industry.

72
Michael C. McCord
CRD#: 1703853
20719 Sterlington Drive, Suite 104, Land O'lakes, FL 34638

Michael McCord (CRD# 1703853) is an Investment Advisor Representative working at Iht Wealth Management LLC in Land O'lakes, FL and has over 19 years of experience in the finance industry.

73
Felipe Medina
CRD#: 4802624
Phoenix, AZ

Felipe Medina (CRD# 4802624) is an Investment Advisor Representative working at Iht Wealth Management LLC in Phoenix, AZ and has over 12 years of experience in the finance industry.

74
Lindsey B. Michel
CRD#: 4873645
Longmont, CO

Lindsey Michel (CRD# 4873645) is an Investment Advisor Representative working at Iht Wealth Management LLC in Longmont, CO and has over 18 years of experience in the finance industry.

75
Emil F. Mokhtarian
CRD#: 3121283
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Emil Mokhtarian (CRD# 3121283) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 25 years of experience in the finance industry.

76
Donald R. Morse
CRD#: 4556205
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Donald Morse (CRD# 4556205) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 21 years of experience in the finance industry.

77
Debra A. Nadeau
CRD#: 5592450
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Debra Nadeau (CRD# 5592450) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 15 years of experience in the finance industry.

78
Dominic A. Nadeau
CRD#: 1868418
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Dominic Nadeau (CRD# 1868418) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 35 years of experience in the finance industry.

79
Perry W. Nafziger
CRD#: 4102232
123 N. Wacker Dr., Suite 2300, Chicago, IL 60606

Perry Nafziger (CRD# 4102232) is an Investment Advisor Representative working at Iht Wealth Management LLC in Chicago, IL and has over 18 years of experience in the finance industry.

80
David J. Nissen
CRD#: 2950926
1707 N. Randall Road, Suite 200, Elgin, IL 60123

David Nissen (CRD# 2950926) is an Investment Advisor Representative working at Iht Wealth Management LLC in Elgin, IL and has over 26 years of experience in the finance industry.

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