Broker Check

LPL Financial and IHT Wealth Management

Meet Our Partners:

As independent financial advisors we can select the services and platforms that we believe will best serve the needs of our clients. After performing our due diligence, we have selected IHT Wealth Management and LPL Financial to fulfill those roles.

LPL Financial

LPL Financial is one of the nation's leading financial services companies and a publicly traded company under ticker symbol LPLA. The firm’s mission is rooted in the belief that objective financial guidance is a fundamental need for everyone. LPL does not offer proprietary investment products or engage in investment banking activities; this means advisors affiliated with LPL are not pressured or influenced by LPL to sell its products. Thousands of financial advisors nationwide are able to rely on the firm’s tools and resources to help them provide financial guidance and recommendations to help meet their clients’ needs.

For more information about LPL Financial, visit

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IHT Wealth Management

IHT Wealth Management is an independent hybrid Registered Investment Advisor headquartered in Chicago, IL with offices across the United States. Founded in 2014, IHT has hundreds of advisors across the country with assets totaling well into the multi-billions.  IHT's model creates a sense of freedom for both financial advisors and their clients by offering numerous value-added services that enhance any advisor's ability to better serve their clients. This is achieved through specialized resources, software, and technology from a variety of broker dealers and custodians, while maintaining the look and feel of a boutique firm.

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Securities offered through LPL Financial. Member FINRA/SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor and separate entity from LPL Financial.