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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brennan? Claim Your ProfileBrennan Michael Hollenbeck is a financial advisor with IHT Wealth Management LLC, based in Chicago, Illinois. Brennan Michael Hollenbeck has been in the industry since 2009. Brennan Michael Hollenbeck is licensed to provide investment advice in several states. Brennan Michael Hollenbeck has passed multiple professional exams, including the Series 63, Series 66, Series 7 and the Securities Industry Essentials Examination. Brennan Michael Hollenbeck also holds the Certified Financial Planner designation.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
03/29/2019 - Present
IHT Wealth Management LLC (Chicago IL)
IL
03/25/2016 - 03/30/2017
1ST GLOBAL CAPITAL CORP. (CHICAGO IL)
IL
04/17/2009 - 03/18/2016
OPPENHEIMER & CO. INC. (CHICAGO IL)
BOTH
Issued 06/30/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/23/2009
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2009
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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