Alan Jeffrey Nerad

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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
  Alera Investment Advisors, Llc
  Deerfield, IL
• 08/2024 → 05/2026
  Osaic Wealth, Inc.
  Deerfield, IL

Previous Registrations

• 2017-11-06 → 2026-05-19
  Alera Investment Advisors, Llc
  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

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