Timothy Thomas Feldheim

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

• 11/2007 → Present
  Lpl Financial Llc
  Northbrook, IL
• 06/2014 → 02/2019
  Independent Financial Partners
  Northbrook, IL
• 07/2018 → 12/2020
  Sheridan Road Financial, Llc
  Northbrook, IL
• 12/2020 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2018-09-14 → 2020-12-31
  Sheridan Road Advisors, Llc, A Hub International Company
  Northbrook, IL
• 2014-06-02 → 2018-12-31
  Independent Financial Partners
  Northbrook, IL
  Northbrook, IL
• 2007-01-29 → 2007-10-25
  Edward Jones
  Chicago, IL

Other Businesses

1. 12/26/2018 - Loyola Academy - Not Investment Related - Coach - Time Spent 20% - Coaching High School Football at Loyola Academy. 2. 6/14/2019 - Sheridan Road Financial, a division of HUB International - DBA: Sheridan Road Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - 160 Hours Per Month. 3. 03/03/2022 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 01/01/2021 - 120 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 120 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
  2007-01-16
• S63 Uniform Securities Agent State Law Examination
  2004-04-06