Donald
Mahlke
Iht Wealth Management LLC
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About this Advisor
Donald Mahlke is a financial advisor who works in Chicago, Illinois with a total of 4 years of relevant experience. Mahlke is on the advisory team at Iht Wealth Management LLC. The advisor has gained experience at Minnesota Life Ins Co, Securian Financial Services, Inc, Gcg Financial, LLC, Triad Advisors, Inc, Alera Investment Advisors, LLC, Lpl Financial, LLC and Iht Wealth Management LLC. Mahlke maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to serve investors in Illinois. Iht Wealth Management LLC is an advisory company that has its headquarters in Chicago, IL. The firm has offices in 67 locations and a total of 219 advisors. It controls $4 billion in total assets across its 18,644 accounts, making it one of the biggest firms in the United States by assets under management. The firm provides financial advisory services to 51 charities and foundations. Of its 18,644 accounts, just 2% are associated with high-net-worth clients who have more than $1 million in assets. The advisory firm 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 charged by financial advisors are based on which service is provided. However, fee types charged by Iht Wealth Management LLC most 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
Donald Mahlke Work History
Donald has been registered as a financial advisor for 4 years.*
Lpl Financial, LLC
Iht Wealth Management LLC
Triad Advisors, Inc
Alera Investment Advisors, LLC
Minnesota Life Ins Co
Securian Financial Services, Inc
Gcg Financial, LLC
*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 Donald Mahlke 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
New York, NY
Chicago, IL
Orlando, FL
Chicago, IL
Phoenix, AZ
Overland Park, KS
Freeport, IL
New York, NY
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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