Keith Richard Hamann

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

• 05/2014 → Present
  Plexus Financial Solutions
  Deer Park, IL
• 04/2025 → Present
  Iht Wealth Management
  Chicago, IL
• 04/2025 → Present
  Lpl Financial Llc
  Deer Park, IL

Previous Registrations

• 2017-01-31 → 2025-04-09
  Plexus Financial Services, Llc
  Deer Park, IL
  Deer Park, IL
  Deer Park, IL
  Dallas, TX

Other Businesses

1) 04/22/2025 - IHT Wealth Management - Investment Related - Registered Investment Advisor Hybrid - None - Start Date:04/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading.I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 04/2025. 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
  2016-04-12
• S63 Uniform Securities Agent State Law Examination
  2014-10-20