Kathleen H Hosty

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

• 02/2013 → 03/2017
  1St Global Capital Corp.
  Elgin, IL
• 02/2013 → Present
  Mueller & Co., Llp
  Elgin, IL
• 02/2013 → 03/2017
  1St Global Advisors Inc.
  Elgin, IL
• 08/2013 → 03/2017
  1St Global Insurance Services, Inc
  Elgin, IL
• 03/2017 → Present
  Lpl Financial, Llc
  Chicago, IL
• 03/2017 → 03/2019
  Independent Financial Partners
  Chicago, IL
• 03/2019 → Present
  Iht Wealth Management Llc
  Oak Park, IL

Previous Registrations

• 2017-03-30 → 2019-04-04
  Independent Financial Partners
  Chicago, IL
• 2013-02-22 → 2017-03-30
  1St Global Advisors Inc
  Elgin, IL
  Chicago, IL
  Chicago, IL
• 2013-05-21 → 2017-03-28
  Mueller Financial Services, Inc.
  Elgin, IL
• 2010-06-02 → 2013-02-22
  Wipfli Hewins Investment Advisors Llc
  San Mateo, CA
• 2008-10-01 → 2010-01-27
  J.P. Morgan Securities Llc
  Libertyville, IL
  Mount Prospect, IL
• 2008-02-04 → 2008-10-01
  J.P. Morgan Securities Inc.
  Libertyville, IL
  Mount Prospect, IL
  Libertyville, IL
• 2007-10-18 → 2007-12-06
  Citigroup Global Markets Inc.
  Chicago, IL

Other Businesses

1) 03/30/2017 - CHICAGO FINANCE EXCHANGE - Non-Profit Board Member - non-inv related - CHICAGO, IL - start: 6/1/1981 - 2% of time 2) 4/10/2019 - IHT WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 04/01/2019 - 180 Hours Per Month During Securities Trading - I provide investment advisory services through IHT WEALTH MANAGEMENT LLC, an independent investment advisor firm. I started this business activity in 04/2019. I expect to spend approximately 180 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. 3. 09/22/2025 - Boulevard Capital Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start date: 06/02/2025 - 160 Hours Per Month During Securities Trading.

Exams

• S63 Uniform Securities Agent State Law Examination
  2017-07-26
• S66 Uniform Combined State Law Examination
  2007-10-15

Designations

• Certified Financial Planner

Other Names

• Kathleen Hourihan
• Kathy Hosty