Kathleen
Hosty
Iht Wealth Management LLC
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About this Advisor
Kathleen Hosty is a certified financial planner who works in Chicago, Illinois who has 4 years of relevant experience. Hosty is currently employed by Iht Wealth Management LLC. Hosty has gained experience at 1St Global Capital Corp, Mueller & Co., Llp, 1St Global Advisors Inc, 1St Global Insurance Services, Inc, Lpl Financial, LLC, Independent Financial Partners and Iht Wealth Management LLC. Hosty holds Series 66 and Series 63 licenses, qualifying them as a securities agent, and is registered to work in Illinois. Iht Wealth Management LLC is a business based out of Chicago, IL. The company has offices in 67 locations and a total of 219 people on staff. It handles $4 billion in assets between its 18,644 client accounts, placing it among the biggest firms in the United States by assets under management. The firm provides financial advisory services to 51 charitable organizations. Of its 18,644 client accounts, just 2% are held by high-net-worth clients who have at least $1 million in assets available to invest. The advisory firm provides a diverse 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 largely are based on which service is provided. However, fee types billed by Iht Wealth Management LLC 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
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$4,373,565,753
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
219
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
18,644
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$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
Kathleen Hosty Work History
Kathleen has been registered as a financial advisor for 4 years.*
Iht Wealth Management LLC
Lpl Financial, LLC
Mueller & Co., Llp
Independent Financial Partners
1St Global Capital Corp
1St Global Advisors Inc
1St Global Insurance Services, 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 Kathleen Hosty 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
Overland Park, KS
Orlando, FL
Chicago, IL
Freeport, IL
Chicago, 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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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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