Dominic
Nadeau
Iht Wealth Management LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Dominic Nadeau is a financial advisor operating out of Chicago, Illinois with a total of 5 years of industry experience. Nadeau is an advisor for Iht Wealth Management LLC. Over the course of their career, Nadeau has held roles at Mml Investors Services, LLC, Lpl Financial, LLC, Private Advisor Group, LLC, Iht Wealth Management LLC, Metlife Securities Inc and Metropolitan Life Insurance Company. Nadeau maintains Series 63 and Series 65 licenses, designating them as both a securities agent and an investment advisor representative, and is approved to advise clients in Illinois and Wisconsin. Iht Wealth Management LLC is a firm headquartered in Chicago, IL. The company has offices in 67 locations and a total of 219 advisors. It has $4 billion in assets across its 18,644 accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm advises 51 charitable organizations. Of its 18,644 accounts, just 2% belong to high-net-worth investors who have greater than $1 million in assets available to invest. Iht Wealth Management LLC has a wide array 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. Fees for financial management typically are based on the type of financial services. Fees billed by Iht Wealth Management LLC can be comprised of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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
Dominic Nadeau Work History
Dominic has been registered as a financial advisor for 5 years.*
Iht Wealth Management LLC
Lpl Financial, LLC
Mml Investors Services, LLC
Private Advisor Group, LLC
Metlife Securities Inc
Metropolitan Life Insurance Company
*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 Dominic 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
Chicago, IL
Orlando, FL
Chicago, IL
New York, NY
San Antonio, TX
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
