Ruth
Forehand

Iht Wealth Management LLC

CRD#1368715
Investment Advisor
in Chicago, IL

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About this Advisor

Ruth Forehand is a financial advisor based in Chicago, Illinois, working with Iht Wealth Management LLC. Ruth has previously held positions at Lpl Financial, LLC, Iht Wealth Management, LLC, and Revolution Wealth Management. Ruth has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Texas. Currently, Ruth is part of Iht Wealth Management LLC, which operates out of Chicago, Illinois. The firm has 67 offices and 230 employees. The firm manages assets totaling $4.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Iht Wealth Management LLC includes asset-based, hourly, fixed, and other fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

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

$4,820,462,755

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

230

IL Average: 44
Total Number of Accounts

20,120

IL Average: 2,564
Average Account Size

$239,586

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

Ruth Forehand Work History

2020 - Present (4 years)

Iht Wealth Management, LLC

2009 - Present (15 years)

Lpl Financial, LLC

2012 - 2019 (7 years)

Revolution Wealth Management

Disclosures

Please visit the SEC profile of Ruth Forehand 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

Chandler Kirkhart
El Dorado, KS
Scott Staley
Chicago, IL
Giuseppe Savino
Chicago, IL
Anyssa Volarath Nerja
Chicago, IL
Matthew Zivick
Chicago, IL
Karim Poonawala
Orlando, FL
Brian Falls
Elgin, IL
Corianne Leyton
Chicago, IL

The content in this profile was updated by SmartAsset on 6/19/2024. 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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