Alexandra Michelle Herbert

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

• 03/2016 → Present
  Jeff K Ross Financial Services, Llc
  Kalamazoo, MI
• 08/2013 → 12/2017
  Western Michigan University
  1903 W Michigan Ave., MI
• 01/2017 → Present
  Lpl Financial Llc
  Kalamazoo, MI

Other Businesses

1) 11/22/2023 - Jeff K. Ross Financial Services, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel -l At Reported Business Location(s) - Start: 03/2016 - 160 Hr/Mth 2) 01/02/2024 - Jeff K. Ross Financial Services, LLC - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/01/2017 - 160 Hours Per Month/ 40 Hours During Trading 3) 01/02/2024 - IHT Wealth Management LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 07/01/2020 - 160 Hours Per Month/ 40 Hours During Trading - I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 7/2020. 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

• S65 Uniform Investment Adviser Law Examination
  2024-07-13
• S63 Uniform Securities Agent State Law Examination
  2024-04-26

Other Names

• Allie Herbert
• Alexandra Michelle Baird