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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 2026-06-09
  • IL RA
    APPROVED
    Since 2026-06-09

Branch Locations

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

21805 W Field Pkwy Ste 300 , Deer Park, IL 60010 • 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
Minnesota Life Ins Co St Paul MN 03/2003 11/2017
Securian Financial Services, Inc. St. Paul MN 03/2003 11/2017
Lpl Financial Llc Deer Park IL 06/2026 Present
Gcg Financial, Inc. Deerfield IL 01/2015 05/2026
Triad Advisors, Inc. Norcross GA 11/2017 08/2024
Alera Investment Advisors, Llc Deerfield IL 11/2017 05/2026
Osaic Wealth, Inc. Deerfield IL 08/2024 05/2026
  • 03/2003 → 11/2017
    Minnesota Life Ins Co
    St Paul, MN
  • 03/2003 → 11/2017
    Securian Financial Services, Inc.
    St. Paul, MN
  • 06/2026 → Present
    Lpl Financial Llc
    Deer Park, IL
  • 01/2015 → 05/2026
    Gcg Financial, Inc.
    Deerfield, IL
  • 11/2017 → 08/2024
    Triad Advisors, Inc.
    Norcross, GA
  • 11/2017 → 05/2026
    Deerfield, IL
  • 08/2024 → 05/2026
    Osaic Wealth, Inc.
    Deerfield, IL
Previous Registrations
  • 2017-11-06 → 2026-05-19
    Deerfield, IL
  • 2003-04-29 → 2017-11-02
    Securian Financial Services, Inc.
    Bannockburn, IL
    Deerfield, IL
Other Businesses

1. 06/2026 - IHT Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 40 Hour(s) During Trading – Chicago, IL, 60606 – OBA Start Date: 6/2/2026 2. 06/11/2026 - IHT Wealth Management - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 06/03/2026 - 160 hours per month 40 hours during trading - I provide investment advisory services through IHT Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 6/2026. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-03-27
  • S66 Uniform Combined State Law Examination
    2003-03-27

View on SEC IAPD

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