Brennan
Hollenbeck
Iht Wealth Management LLC
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About this Advisor
Brennan Hollenbeck is a financial advisor based in Chicago, Illinois with a total of 4 years of relevant experience. Hollenbeck is an employee of Iht Wealth Management LLC. During their career, Hollenbeck has held roles at Oppenheimer & Co. Inc, 1St Global Advisors, Inc, 1St Global Insurance Services, Inc, Lpl Financial LLC, Independent Financial Partners, Iht Wealth Management LLC and 1St Global Capital Corp. Hollenbeck has Series 63 and Series 66 licenses, qualifying them as a securities broker, and is able to operate in Illinois. Iht Wealth Management LLC is a company based in Chicago, IL. The company has offices in 67 locations and a total of 219 financial advisors. It oversees $4 billion in assets across its 18,644 client accounts, placing it among the largest firms in the United States by assets under management. The firm advises 51 charities and foundations. Of its 18,644 client accounts, just 2% are associated with high-net-worth investors who have more than $1 million in assets. The business performs 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 advice typically vary depending on which services the firm provides the client. However, fee types billed by Iht Wealth Management LLC can include 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
Brennan Hollenbeck Work History
Brennan has been registered as a financial advisor for 4 years.*
Iht Wealth Management LLC
Lpl Financial LLC
Independent Financial Partners
1St Global Advisors, Inc
1St Global Insurance Services, Inc
1St Global Capital Corp
Oppenheimer & Co. Inc
*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 Brennan Hollenbeck 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
San Antonio, TX
Orlando, FL
Chicago, IL
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Phoenix, AZ
Overland Park, KS
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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