Shireen Elizabeth Daniels

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

• 12/2012 → Present
  Lpl Financial, Llc
  Chicago, IL
• 01/2016 → 12/2018
  The Lighthouse Institute Inc(Dba:LIghthouse Financial Group Llc)
  Chicago, IL
• 06/2018 → Present
  Iht Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2016-01-21 → 2018-12-31
  Lighthouse Institute
  North Aurora, IL
• 2013-01-17 → 2016-04-01
  Highpoint Planning Partners
  North Aurora, IL
• 2012-04-24 → 2012-12-17
  Summit Financial Group Inc
  Chicago, IL
  North Aurora, IL

Other Businesses

1. 12/14/2012 - LIGHTHOUSE FINANCIAL GROUP - NON-VARIABLE INSURANCE - LIFE, HEALTH, FIXED ANNUITIES - 10% OF TIME SPENT - CHICAGO, IL 2. 1/30/2014 - PRINCIPAL - NON-VARIABLE INSURANCE - DISABILITY INSURANCE AGENT - 1% OF TIME SPENT - CHICAGO, IL 3. 01/30/2014 - North American Company - INV REL - Non-Variable Insurance - 1% TIME SPENT - Life insurance agent. 4. 01/30/2014 - MUTUAL TRUST LIFE - NON-VARIABLE INSURANCE - LIFE INSURANCE AGENT - 5% OF TIME SPENT - CHICAGO, IL 5. 1/30/2014 - Banner Life Insurance - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Life Insurance Agent - Time Spent 1%. 6. 02/24/2015: ASSURITY LIFE INSURANCE - INV REL - 66 N. MILLER DR. #104 NORTH AURORA, IL 60542 - NON-VARIABLE INSURANCE - START 01/01/2015 - 3 HR/MO ALL DURING SECS TRDG HRS - INSURANCE AGENT: LIFE 7. 6/16/2017 - Shireen Daniels & Associates, Inc. - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Started 12/14/15 - 0 Hours Per Month. 8. 7/25/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - IAR - Started 06/20/2018 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 06/20/2018. I expect to spend approximately 100 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. 9. 7/31/2018 - IHT Wealth Management - DBA: (Hybrid) Lighthouse Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 06/20/2018 - 100 Hours Per Month During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 06/20/2018. I expect to spend approximately 100 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. 10. 2/18/2020 - Lafayette Insurance Company - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Independent Insurance Agent - Started 02/14/2020 - 1 Hour Per Month During Securities Trading. 11. 3/19/2020 - Lighthouse College Planning - Not Investment Related - At Reported Business Location(s) - Other-Business Owner - College Planning Specialist and Owner - Started 06/01/2012 - 20 Hours Per Month During Securities Trading. 12. 11/10/2021 - 1647 W Cortland and Associates - Investment Related - Chicago, IL 60647 - Real Estate Rental - Start Date: 08/16/2021 - 1 Hour Per Month/1 Hour During Securities Trading - Rental Building. 13. 11/10/2021 - Shirby Worldwide - Investment Related - 2022 W. Homer St, Chicago, IL 60647 - Real Estate Rental - Start Date: 12/04/2020 - 1 Hour Per Month/0 Hours During Securities Trading - Apartment rental building.

Exams

• S66 Uniform Combined State Law Examination
  2012-01-30

Designations

• Certified Financial Planner

Other Names

• Shireen Elizabeth Groleau