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Colin Edward Cheaney

Iht Wealth Management LLC

Chicago, IL

CRD 7911788

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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 2024-07-16
  • IL RA
    APPROVED
    Since 2024-07-16

Branch Locations

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • 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
Iht Wealth Management Chicago IL 05/2024 Present
Marquette Associates Chicago IL 06/2020 04/2024
Illinois Wesleyan University Bloomington IL 08/2017 05/2021
Batavia High School Batavia IL 04/2014 08/2017
  • 05/2024 → Present
    Iht Wealth Management
    Chicago, IL
  • 06/2020 → 04/2024
    Marquette Associates
    Chicago, IL
  • 08/2017 → 05/2021
    Illinois Wesleyan University
    Bloomington, IL
  • 04/2014 → 08/2017
    Batavia High School
    Batavia, IL
Designations
  • Chartered Financial Analyst
Other Names
  • Colin Cheaney
  • Colin E Cheaney

View on SEC IAPD

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