Veronica
Roshek
Iht Wealth Management LLC
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About this Advisor
Veronica Roshek is a financial advisor based out of Sarasota, Florida with a total of 2 years of industry experience. Roshek currently works for Iht Wealth Management LLC. Their career trajectory has included roles at Urbandale Comm School District, Perry Community School District, Jenny Smith, Principal Securities Inc, Principal Life Insurance Company, Naviture, Lpl Financial LLC and Iht Wealth Management LLC. Roshek maintains a Series 66 license, which qualifies 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 firm based out of Chicago, IL. The company has offices in 67 locations and a total of 219 advisors. It administers $4 billion in assets across its 18,644 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm advises 51 charities and foundations. Of its 18,644 customer accounts, just 2% are held by high-net-worth investors who have more than $1 million in assets available to invest. The company offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services and selection of other advisers. Fees for financial advisory services vary depending on the type of financial services. However, fees billed by Iht Wealth Management LLC likely are comprised 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
$4,373,565,753
219
18,644
$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
Veronica Roshek Work History
Veronica has been registered as a financial advisor for 2 years.*
Lpl Financial LLC
Iht Wealth Management LLC
Naviture
Principal Securities Inc
Principal Life Insurance Company
Jenny Smith
Perry Community School District
Urbandale Comm School District
*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 Veronica Roshek 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
Orlando, FL
Chicago, IL
Chicago, IL
Overland Park, KS
Freeport, IL
San Antonio, TX
Chicago, IL
Chicago, IL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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