Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Anthony Kalka is a financial advisor with over 28 years of experience in the industry. Brent has worked with IHT Wealth Management LLC since 2019 and has also held positions at 1ST GLOBAL CAPITAL CORP., WS GRIFFITH SECURITIES, INC. and CAPITAL SECURITIES INVESTMENT CORPORATION. Brent is a Certified Financial Planner and holds Series 63, 65, 7, and SIE licenses. Brent is registered to provide investment advice in California, Colorado, Florida, Georgia, Illinois, Michigan and Wisconsin. Brent specializes in providing financial planning, pension consulting and portfolio management services to individuals, corporations, and other businesses.
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
05/21/2019 - Present
IHT Wealth Management LLC (Elgin IL)
IL
04/30/2004 - 03/30/2017
1ST GLOBAL CAPITAL CORP. (ELGIN IL)
CT
10/20/1994 - 05/05/2004
WS GRIFFITH SECURITIES, INC. (HARTFORD CT)
IL
02/10/1994 - 09/27/1994
CAPITAL SECURITIES INVESTMENT CORPORATION (OAK BROOK IL)
IA
Issued 10/01/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 03/10/1994
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/09/1994
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
Not sure Brent Kalka is the right advisor for you? Invested Better is here to help.
