BH
CFP
BH
CFP

Brennan Michael Hollenbeck

16 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
153 advisors
Number of Clients
23,131 clients
Average Client Portfolio
$276K average
Assets Under Management
$6.4B

Fee Structure

Minimum Investment:$5K
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Location

200 West Adams, Suite 2015, Chicago, IL, 60606

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Brennan works with Mueller Financial Services selling non-variable insurance products like term, whole life, and annuities, dedicating about a quarter of his time. He also provides investment advisory services through IHT Wealth Management, spending a few hours per week on this activity.

Employment History
Current Registrations
Iht Wealth Management LLC
March 2019 - Present · 6 yrs 11 mos
LPL Financial LLCBroker
March 2017 - Present · 8 yrs 11 mos
LPL Financial LLC
March 2017 - Present · 8 yrs 11 mos
Previous Registrations
Independent Financial Partners
March 2017 - March 2019 · 2 yrs
Mueller Financial Services, INC.
August 2016 - March 2017 · 7 mos
1st Global Advisors INC
June 2016 - March 2017 · 9 mos
1st Global Capital CORP.Broker
March 2016 - March 2017 · 1 yr
Oppenheimer & CO. INC.Broker
April 2009 - March 2016 · 6 yrs 11 mos
State Registrations14 states
ARCAFLILINMNMONCNVSCTXVAWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.