Dario
Kerkez
Iht Wealth Management LLC
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About this Advisor
Dario Kerkez is a financial advisor operating out of Chicago, Illinois, with a total of 5 years of relevant experience. Kerkez works at Iht Wealth Management LLC. Their career trajectory has included roles at Metlife Securities Inc, Massachusetts Mutual Life Insurance Company, Mml Investors Services, LLC, Lpl Financial, LLC, Private Advisor Group, LLC and Iht Wealth Management. Kerkez holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and can operate in Illinois. Iht Wealth Management LLC is a company headquartered in Chicago, IL. The investment advisory business has offices in 67 locations and a total of 219 people on staff. It handles $4 billion in total assets between its 18,644 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 51 charitable organizations. Of its 18,644 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in investable assets. The advisory firm offers a diverse range 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 charged by financial advisors largely depend on the type of services. Fees billed by Iht Wealth Management LLC most likely are comprised of any 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
$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
Dario Kerkez Work History
Dario has been registered as a financial advisor for 5 years.*
Lpl Financial, LLC
Iht Wealth Management
Private Advisor Group, LLC
Mml Investors Services, LLC
Massachusetts Mutual Life Insurance Company
Metlife Securities 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 Dario Kerkez 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
Chicago, IL
New York, NY
Freeport, IL
Chicago, IL
San Antonio, TX
Phoenix, AZ
Orlando, FL
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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