Jim Koliatsis

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

• 08/2007 → Present
  Lpl Financial Llc
  Skokie, IL
• 10/2017 → Present
  Iht Wealth Management, Llc
  Skokie, IL

Previous Registrations

• 2001-10-19 → 2007-09-11
  Lasalle Financial Services, Inc.
  Chicago, IL
  Chicago, IL
  Chicago, IL
  Northbrook, IL
  Glenview, IL
  Chicago, IL
  Chicago, IL

Other Businesses

1. 10/14/2009 - KMG Accounting - INV REL - Tax Prep/Accounting/CPA - 5% TIME SPENT - Management of the accounting practice. 2. 5/23/2018 - IHT Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/02/2017 - 30 Hours Per Month/10 Hours During Securities Trading - I provide investment advisory services through IHT Wealth Management, an independent investment advisor firm. I started this business activity in 10/02/2017. I expect to spend approximately 30 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. 3. 10/8/2019 - KMG Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 12/01/2019 - 160 Hours Per Month/8 Hours During Securities Trading. 4. 10/18/2019 - Capitas Financial - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date: 10/20/2019 - 1 Hour Per Month/0 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  1999-05-14

Designations

• Certified Financial Planner

Other Names

• Jim Koliatsis
• Demetrios G Koliatsis