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Gregory Dale Eicher

Iht Wealth Management LLC

Freeport, IL

CRD 3159399

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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:

Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
IL RA APPROVED 2017-12-19
  • IL RA
    APPROVED
    Since 2017-12-19

Branch Locations

2900 W Pearl City Road Suite 103, Freeport, IL 61032 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
J.P. Morgan Securities Llc Rockford IL 04/2013 12/2017
Lpl Financial Llc Chicago IL 12/2017 Present
Iht Wealth Management, Llc Chicago IL 12/2017 Present
Previous Registrations
  • 2013-04-22 → 2017-12-21
    Rockford, IL
    Rockford, IL
    Rockford, IL
    Loves Park, IL
  • 2010-05-05 → 2013-04-09
    Rockford, IL
    Rockford, IL
    Machesney Park, IL
    Rockford, IL
    Rockford, IL
    Rockford, IL
    Dekalb, IL
  • 2005-03-23 → 2010-02-17
    Rock Falls, IL
    Dixon, IL
    Sterling, IL
    Freeport, IL
    Rock City, IL
    Pecatonica, IL
    Freeport, IL
    Freeport, IL
    Freeport, IL
  • 2002-04-02 → 2004-09-14
    Invest Financial Corporation
    Rockford, IL
Other Businesses

1. 12/8/2017 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 12/08/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 12/21/2017 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 12/08/2017 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 12/08/2017. I expect to spend approximately 160 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-03-26
S63 Uniform Securities Agent State Law Examination 1999-07-09
  • S66 Uniform Combined State Law Examination
    2002-03-26
  • S63 Uniform Securities Agent State Law Examination
    1999-07-09
Other Names
  • Ike Eicher
  • Gregory Eicher

View on SEC IAPD

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