Fawn
Lane
Iht Wealth Management LLC
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About this Advisor
Fawn Lane is a certified financial planner who works in Lutz, Florida with 4 years of industry experience. Lane currently works for Iht Wealth Management LLC. During their career, Lane has held roles at Lpl Financial LLC, Independent Financial Partners and Iht Wealth Management LLC. Lane maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Iht Wealth Management LLC is a registered investment business operating out of Chicago, IL. The firm has offices in 67 locations and a total of 219 advisors. It has $4 billion in assets between its 18,644 accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm provides services to 51 charities and foundations. Of its 18,644 client accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. Iht Wealth Management LLC performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Financial advisory fee schedules depend on which services the firm provides the client. However, fee types charged by Iht Wealth Management LLC can be comprised of some combination of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Iht Wealth Management LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,373,565,753
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
219
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18,644
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$234,583
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Fawn Lane Work History
Fawn has been registered as a financial advisor for 4 years.*
Iht Wealth Management LLC
Lpl Financial LLC
Independent Financial Partners
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Fawn Lane to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Iht Wealth Management LLC
New York, NY
Chicago, IL
Orlando, FL
San Antonio, TX
Chicago, IL
Chicago, IL
Overland Park, KS
Phoenix, AZ
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
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