Daniel
Baker
Iht Wealth Management LLC
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About this Advisor
Daniel Baker is a financial advisor operating in New York, New York, with a total of 1 year of relevant experience. Baker is an employee of Iht Wealth Management LLC. Over the course of their career, they have held roles at Price Raffle & Brown, Inc, Ameritas Life Insurance Corp Of Ny, Ameritas Investment Corp, Lpl Financial LLC and Iht Wealth Management LLC. Baker holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in New York. Iht Wealth Management LLC is a registered investment business operating out of Chicago, IL. The company has offices in 67 locations and a total of 219 advisors. It manages $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 serves 51 charitable organizations. Of its 18,644 customer accounts, just 2% belong to high-net-worth individuals who have at least $1 million in assets available to invest. The firm has 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 management fee schedules depend on which service is offered. However, fees charged 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
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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
Daniel Baker Work History
Daniel has been registered as a financial advisor for 1 years.*
Iht Wealth Management LLC
Lpl Financial LLC
Iht Wealth Management LLC
Price Raffle & Brown, Inc
Ameritas Life Insurance Corp Of Ny
Ameritas Investment Corp
*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 Daniel Baker 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
Chicago, IL
Chicago, IL
Overland Park, KS
New York, NY
Orlando, FL
Freeport, 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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