Debra Ann Nadeau

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

• 03/2017 → 10/2017
  Mml Investors Services, Llc
  Chicago, IL
• 11/2017 → Present
  Lpl Financial, Llc
  Chicago, IL
• 06/2010 → 03/2017
  Msi Financial Services, Inc.
  Chicago, IL
• 11/2017 → 09/2018
  Private Advisor Group, Llc
  Burr Ridge, LA
• 09/2018 → Present
  Iht Wealth Management Llc
  Chicago, IL

Previous Registrations

• 2017-11-09 → 2018-10-08
  Private Advisor Group, Llc
  Burr Ridge, IL
  Morristown, NJ
• 2017-03-25 → 2017-11-13
  Mml Investors Services, Llc
  Chicago, IL
  Chicago, IL
  Chicago, IL
• 2009-11-03 → 2017-03-25
  Msi Financial Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  St. Louis, MO
  Milwaukee, WI
  Chicago, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1/24/2018 - Mass Mutual Illinois - Investment Related - 2650 Warrenville Rd, Suite 100, Downers Grove, IL 60525 - Non-Variable Insurance - Broker - Start Date 01/04/2018 - 4 Hours Per Month/0 During Securities Trading. 11/13/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 09/24/2018 - 14 Hours Per Month/1 Hour During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 09/24/2018. I expect to spend approximately 14 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. 11/10/2021 - ChenoaZuri, Corp - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 10/21/2021 - 0 Hours Per Month/0 Hours During Securities Trading. LPL FINANCIAL BROKER DEALER REGISTERED REPRESENTATIVE SINCE 11/2017 INVESTMENT RELATED

Exams

• S66 Uniform Combined State Law Examination
  2009-03-26

Other Names

• Debra Ann Gillis
• Debra Nadeau