Pamela Ann Madsen

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

• 10/2011 → 11/2016
  Wells Fargo Advisors
  Woodstock, IL
• 11/2016 → 11/2017
  Wells Fargo Clearing Services, Llc
  Woodstock, IL
• 10/2020 → Present
  Lpl Financial, Llc
  Chicago, IL
• 11/2020 → Present
  Iht Wealth Management Llc
  Chicago, IL
• 08/2020 → 10/2020
  Unemployed
  East Dundee, IL
• 11/2017 → 08/2020
  The Nbb Group Llc
  Barrington, IL

Previous Registrations

• 2017-11-17 → 2020-08-20
  Osaic Services, Inc.
  Barrington, IL
• 2012-04-05 → 2017-11-28
  Wells Fargo Clearing Services, Llc
  Woodstock, IL

Other Businesses

1. 11/2/2020 - IHT WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS). 2. 11/4/2020 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Licensed Admin. - Start Date: 11/1/2020 - 80 Hours Per Month/80 Hours During Securities Trading - Time Spent 100% - I provide administrative support to IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 11/2020. I expect to spend approximately 80 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

• S66 Uniform Combined State Law Examination
  2012-04-04

Other Names

• Pamela Ann Masel