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Samuel George Rouman

Iht Wealth Management LLC

Edina, MN

Chicago, IL

CRD 1408383

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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
MN RA APPROVED 2024-01-26
  • MN RA
    APPROVED
    Since 2024-01-26

Branch Locations

Edina, MN • United States

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
Kdv Wealth Management Bloomington MN 08/2014 Present
  • 08/2014 → Present
    Kdv Wealth Management
    Bloomington, MN
Previous Registrations
  • 2014-08-29 → 2023-07-03
    Bergankdv Wealth Management, Llc
    Bloomington, MN
    Bloomington, MN
Other Businesses

Adjunct Instructor - Univ. of St. Thomas

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-02-25
  • S63 Uniform Securities Agent State Law Examination
    1997-02-25
Designations
  • Certified Financial Planner
  • Chartered Financial Consultant
Other Names
  • Sam G Rouman

View on SEC IAPD

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