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John Kinsella

Iht Wealth Management LLC
45 Years of Experience
Oakbrook Terrace, IL
1 DisclosureBroker
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John Kinsella is a registered investment advisor at Iht Wealth Management LLC, based in Oakbrook Terrace, IL, with 45 years of industry experience. John is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Iht Wealth Management LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1 Tower Lane, Suite 1700, Oakbrook Terrace, IL, 60181

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2001
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

John operates IHT Wealth Management as a DBA for LPL business and as a Registered Investment Advisor. He dedicates all of his time to these investment-related activities.

Employment History
Current Registrations
Iht Wealth Management LLC
December 2015 - Present · 10 yrs 10 mos
LPL Financial LLCBroker
December 2015 - Present · 10 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 2009 - December 2015 · 6 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
October 2009 - December 2015 · 6 yrs 2 mos
Banc of America Investment Services, INC.
October 2004 - October 2009 · 5 yrs
Banc of America Investment Services, INC.Broker
October 2004 - October 2009 · 5 yrs
Quick & Reilly, INC.
November 2002 - October 2004 · 1 yr 11 mos
Quick & Reilly, INC.Broker
August 2002 - October 2004 · 2 yrs 2 mos
RBC Dain Rauscher INC.
August 1998 - August 2002 · 4 yrs
RBC Dain Rauscher INC.Broker
March 1998 - August 2002 · 4 yrs 5 mos
Dain Rauscher IncorporatedBroker
August 1997 - March 1998 · 7 mos
Oppenheimer & CO., INC.Broker
October 1995 - May 1997 · 1 yr 7 mos
The Chicago CorporationBroker
June 1992 - April 1995 · 2 yrs 10 mos
Painewebber IncorporatedBroker
February 1985 - February 1992 · 7 yrs
Goldman Sachs Money Markets INC.Broker
August 1983 - December 1984 · 1 yr 4 mos
Goldman, Sachs & CO.Broker
April 1980 - July 1983 · 3 yrs 3 mos
State Registrations10 states
AZCAFLILMINENJNYPATX
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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