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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 2019-03-29
  • IL RA
    APPROVED
    Since 2019-03-29

Branch Locations

1415 W 22Nd Street, Suite 610E, Oak Brook, IL 60523 • United States

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
1St Global Capital Corp. Elgin IL 01/2007 03/2017
Mueller & Co. Elgin IL 01/2007 Present
1St Global Advisors, Inc. Elgin IL 03/2007 03/2017
1St Global Insurance Services Elgin IL 07/2007 03/2017
Lpl Financial, Llc Elgin IL 03/2017 Present
Independent Financial Partners Elgin IL 03/2017 03/2019
Iht Wealth Management Llc Chicago IL 03/2019 Present
  • 01/2007 → 03/2017
    1St Global Capital Corp.
    Elgin, IL
  • 01/2007 → Present
    Mueller & Co.
    Elgin, IL
  • 03/2007 → 03/2017
    1St Global Advisors, Inc.
    Elgin, IL
  • 07/2007 → 03/2017
    1St Global Insurance Services
    Elgin, IL
  • 03/2017 → Present
    Lpl Financial, Llc
    Elgin, IL
  • 03/2017 → 03/2019
    Elgin, IL
  • 03/2019 → Present
    Chicago, IL
Previous Registrations
  • 2017-03-30 → 2019-03-29
    Elgin, IL
  • 2007-03-09 → 2017-03-30
    1St Global Advisors Inc
    Elgin, IL
    Elgin, IL
  • 2003-11-03 → 2007-01-11
    Morgan Stanley Dw Inc.
    Geneva, IL
    Geneva, IL
Other Businesses

1) 06/24/2026 - Mueller Wealth - investment related -At reported business location(s) - DBA for LPL Business (entity for LPL business) - start date 03/19/2025- 40 Hrs/Mth - 40 Hrs During Trading. 2) 07/01/2026- IHT Wealth Management- Registered Investment Advisor Hybrid- Investment Related- At Reported Business Location(s) - Start Date 04/01/2019- 160 hours per month/ 120 hours during trading- I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 4/2019. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-10-31
  • S66 Uniform Combined State Law Examination
    2003-10-31
Other Names
  • Debra Ann Kleeman

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