Debra
Nadeau

Iht Wealth Management LLC

CRD#5592450
Investment Advisor
in Chicago, IL

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About this Advisor

Debra Nadeau is a financial advisor working out of Chicago, Illinois who has 5 years of relevant experience. Nadeau currently works for Iht Wealth Management LLC. Throughout their career, Nadeau has worked at Metlife Securities Inc, Mml Investors Services, LLC, Lpl Financial, LLC, Msi Financial Services, Inc, Private Advisor Group, LLC and Iht Wealth Management LLC. Nadeau holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to work in Illinois and Wisconsin. Iht Wealth Management LLC is a registered investment company based out of Chicago, IL. The company has offices in 67 locations and a total of 219 financial advisors. It administers $4 billion in total assets between its 18,644 client accounts, placing it among the largest financial advisory firms in the country by assets under management. The firm provides financial advice to 51 charitable organizations. Of its 18,644 customer accounts, just 2% are associated with high-net-worth individuals who have at least $1 million in investable assets. Iht Wealth Management LLC provides 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 largely are based on which services are offered. Fee types charged by Iht Wealth Management LLC can consist of asset-based, hourly, fixed and other fees.

Certifications and Registrations

Series 66

Years Registered*

5 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Others

Office Location

123 N. Wacker Dr. Suite 2300
Chicago, IL 60606

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Iht Wealth Management LLC Brokerage Details

Total Assets Under Management

$4,373,565,753

IL Average: $6,674,516,078
Total Number of Employees

219

IL Average: 44
Total Number of Accounts

18,644

IL Average: 2,564
Average Account Size

$234,583

IL Average: $2,603,165

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

Debra Nadeau Work History

Debra has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Iht Wealth Management LLC

2017 - Present (7 years)

Lpl Financial, LLC

2017 - 2017 (< 1 year)

Mml Investors Services, LLC

2017 - 2018 (1 year)

Private Advisor Group, LLC

2010 - 2017 (7 years)

Msi Financial Services, Inc

2008 - 2014 (6 years)

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 Debra Nadeau 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

Joseph Davis
New York, NY
Emil Mokhtarian
Chicago, IL
Felipe Medina
Phoenix, AZ
Kathleen Hosty
Chicago, IL
Gregory Eicher
Freeport, IL
Daniel Baker
New York, NY
Frank Acosta
San Antonio, TX
Lauren Housel
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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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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