Christopher Samuel Handlee

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:

Current Employers

Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2024-07-03

FL RA
APPROVED

Since 2024-07-03

Branch Locations

220 E Forsyth Suite F, Jacksonville, FL 32202 • United States

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial	Jacksonville	FL	05/2008	Present

05/2008 → Present

Lpl Financial

Jacksonville, FL

Previous Registrations

2001-10-29 → 2008-06-06

Eagle Strategies Llc

Jacksonville, FL

Jacksonville, FL

Other Businesses

1. 05/30/08 - DBA ONLY / KEYSTONE FINANCIAL STRATEGIES GROUP. 2. 01/26/2009 - NON-VARIABLE INSURANCE / KEYSTONE FINANCIAL STRATEGIES GROUP / 20% OF TIME SPENT. 3. 08/16/2024 - Kenstone Financial Strategies Group, LLC - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 06/16/2008 - 60 Hours per Month/ 45 Hours During Trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-07
S63	Uniform Securities Agent State Law Examination	1994-10-28

S65 Uniform Investment Adviser Law Examination

1999-05-07
S63 Uniform Securities Agent State Law Examination

1994-10-28

Other Names

Sam Handlee

View on SEC IAPD