Iht Wealth Management
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 Investing To create a financial plan for 2023, please contact IHT Wealth Management at 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.
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Verified contacts
68
available on Kipplo
LinkedIn employees
73
51 to 200 range
Open roles
—
no listings
Distinct roles
38
indexed titles
Tech stack
1
tools in use
Monthly traffic
411
organic / mo
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Decision-makers and verified team members
68 contacts with verified email or phone · masked until revealed.
- KD
Kari Danek
Managing Director - Corporate Strategy · General Business & Management
EmailPhone - JR
John Rossitto
Lpl Registered Principal · Finance & Accounting
EmailPhone - DS
David Stone
Vice President · General Business & Management
EmailPhone - JJ
Jeff John
Vice President - Financial Advisor · Finance & Accounting
EmailPhone - LB
L. Brian Housel
Senior Vice President · General Business & Management
EmailPhone - MG
Mike Glavin
Financial Advisor, Vice President · Finance & Accounting
EmailPhone - RR
Richard Rohlfing
Financial Advisor, Senior Vice President · Finance & Accounting
EmailPhone - AN
Anyssa Nerja
Client Relationship Manager · Customer/Client Service
EmailPhone - DK
Dario Kerkez
Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 68 verified contacts
Top roles at Iht Wealth Management
38 distinct titles indexed · top 10 shown.
- 11financial advisor
- 5senior vice president
- 5wealth manager
- 4client relationship manager
- 3certified financial planner
- 2managing director - corporate strategy
- 2senior wealth advisor
- 2wealth advisor
- 1()
- 1account manager
- +28more titles
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