Peter Marshall Hass

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

• 11/2010 → 02/2019
  Lpl Financial, Llc
  Northbrook, IL
• 10/2010 → 02/2019
  Independent Financial Partners
  Northbrook, IL
• 07/2018 → 12/2020
  Sheridan Road Advisors, Llc (Dba: Sheridan Road)
  Northbrook, IL
• 12/2020 → Present
  Iht Wealth Management
  Chicago, IL

Previous Registrations

• 2018-08-15 → 2020-12-31
  Sheridan Road Advisors, Llc, A Hub International Company
  Northbrook, IL
• 2010-10-19 → 2018-12-31
  Independent Financial Partners
  Northbrook, IL
  Northbrook, IL
• 2010-09-29 → 2010-12-31
  Sheridan Road Advisors, Llc
  Northbrook, IL
• 2008-11-28 → 2010-12-01
  Nrp Advisors, Inc.
  Northbrook, IL
• 1998-03-09 → 2008-12-15
  Citigroup Global Markets Inc.
  Chicago, IL
  Chicago, IL

Other Businesses

1. 7/7/2020 - Pivotal Financial - DBA: Pivotal Financial, LLC - Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2018 - 1 Hour Per Month During Securities Trading. 2. 3/10/2021 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 01/01/2021 - 170 Hours Per Month/130 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in 01/2021. I expect to spend approximately 170 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
  1997-10-28
• S63 Uniform Securities Agent State Law Examination
  1984-08-28

Designations

• Certified Financial Planner