Dario Kerkez

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

• 10/2013 → 06/2017
  Metlife Securities Inc
  Chicago, IL
• 07/2016 → 03/2018
  Massachusetts Mutual Life Insurance Company
  Springfield, MA
• 03/2017 → 03/2018
  Mml Investors Services, Llc
  Chicago, IL
• 03/2018 → Present
  Lpl Financial, Llc
  Chicago, IL
• 02/2018 → 09/2018
  Private Advisor Group, Llc
  Burr Ridge, IL
• 09/2018 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2018-03-19 → 2019-02-07
  Private Advisor Group, Llc
  Burr Ridge, IL
  Morristown, NJ
• 2017-03-25 → 2018-03-22
  Mml Investors Services, Llc
  Chicago, IL
  Chicago, IL
• 2013-01-09 → 2017-03-25
  Msi Financial Services, Inc.
  Chicago, IL
  St. Louis, MO
  Chicago, IL
• 2010-04-07 → 2011-03-08
  Chase Investment Services Corp.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2007-11-15 → 2010-04-06
  Msi Financial Services, Inc.
  St. Louis, MO
  Evanston, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. 5/14/2018 - MIBS General Agency - Investment Related - At clients residences or At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 05/02/2018 - 10 Hours Per Month/0 Hours During Securities Trading - Solicit health insurance and medicare supplement plans. 2. 10/15/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 10/01/2018 - 200 Hours Per Month During Securities Trading. 3. 11/26/2018 - LTCI Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 11/12/2018 - 5 Hours Per Month/0 Hours During Securities Trading - LTC. 4. 12/10/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/24/2018 - 14 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 09/24/2018.. I expect to spend approximately 14 hours per month on this activity. Please see the Form ADV of the advisory firm 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. 5. 3/24/2023 - URANIU3 CO - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2022 - 1 Hours Per Month/0 Hours During Securities Trading 6. 12/01/2025 - True Wealth Strategies - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/01/2025 - 5 hours per month/ 0 hours during trading 7. 01/22/2026 - IHT Wealth Management - Author - Not Investment Related - At Reported Business Location(s) - Start Date 01/01/2026 - 4 hours per month/ 0 hours during trading

Exams

• S66 Uniform Combined State Law Examination
  2007-11-13
• S63 Uniform Securities Agent State Law Examination
  2007-04-28