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123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-10 |
| IL | RA | APPROVED | 2022-10-19 |
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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A. | Palos Hills | IL | 08/2015 | 05/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palos Hills | IL | 08/2015 | 05/2020 |
| Edward Jones | Saint Louis | MO | 05/2020 | 08/2022 |
| Lpl Financial Llc | Elgin | IL | 10/2022 | Present |
1) 10/2022- MUELLER FINANCIAL SERVICES- DBA for LPL Business (entity for LPL business) -inv. related - Elgin, IL 2) 10/31/2022 - IHT Wealth Management - DBA: MUELLER FINANCIAL SERVICES - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 10/17/2022 - 160 Hours Per Month/8 Hours During Securities Trading 3) 10/31/2022 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/17/2022 - 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 10/2022. 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. 4. 03/25/2025 - Mueller Wealth - DBA for LPL Business (entity for LPL business) - Investment related - STart date: 03/19/2025 - 168 Hours Per Month/136 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-17 |
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