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Kurt Frederick Yndestad

Iht Wealth Management LLC

Chicago, IL

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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2019-09-09
  • IL RA
    APPROVED
    Since 2019-09-09

Branch Locations

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jpmorgan Securities Inc Chicago IL 11/2006 08/2019
Jpmorgan Chase Bank Na Chicago IL 11/2016 08/2019
Lpl Financial, Llc Chicago IL 08/2019 Present
Iht Wealth Management Llc Chicago IL 08/2019 Present
  • 11/2006 → 08/2019
    Jpmorgan Securities Inc
    Chicago, IL
  • 11/2016 → 08/2019
    Jpmorgan Chase Bank Na
    Chicago, IL
  • 08/2019 → Present
    Lpl Financial, Llc
    Chicago, IL
  • 08/2019 → Present
    Chicago, IL
Previous Registrations
  • 2008-10-01 → 2012-05-15
    Chicago, IL
    Oakbrook Terrace, IL
    Chicago, IL
    Chicago, IL
  • 2006-11-21 → 2008-10-01
    J.P. Morgan Securities Inc.
    Wheaton, IL
    Naperville, IL
Other Businesses

1. 8/26/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 8/23/19. 2. 9/4/2019 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 8/23/19 - 160 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 08/2019. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. LPL Financial Broker Dealer Registered Representative Since 08/2019 Investment Related

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2006-11-20
S63 Uniform Securities Agent State Law Examination 1996-12-18
  • S66 Uniform Combined State Law Examination
    2006-11-20
  • S63 Uniform Securities Agent State Law Examination
    1996-12-18
Other Names
  • Kurt Yndestad

View on SEC IAPD

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