Advisor at IHT Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
IHT Wealth Management LLC
Location
Dubuque, IA 52003
Credentials
Series 66
Industry experience
18 years
Financial planning may be charged on a negotiated fixed fee basis; flat fees for ERISA consulting services also applicable.
Advisory professionals, in their capacity as broker-dealer registered representatives, may receive sales, service or administrative fees for mutual funds and commission-based compensation for sales of securities and insurance products.
Financial planning fees range from $250 to $600 per hour depending on complexity.
Account minimum: $5,000 minimum to enroll in the LPL Financial–sponsored Guided Wealth Portfolios (GWP) Managed Service; no minimum otherwise
IHT Wealth Management, LLC
2016 - Present (10 years)
LPL Financial, llc
2016 - Present (10 years)
Ameriprise Financial Services inc
2012 - 2016 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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