linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Catherine Lynn Kluczny

IHT Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Catherine? Claim Your Profile

About Catherine Lynn Kluczny

Catherine Lynn Kluczny is a registered Investment Advisor Representative with IHT Wealth Management LLC. Catherine Lynn Kluczny has been in the industry since January 2020. Catherine Lynn Kluczny has a Series 66 license and also holds a Series 7TO and SIE. Catherine Lynn Kluczny's firm, IHT Wealth Management LLC, provides portfolio management for individuals and businesses. They also offer financial planning services and selection of other advisors. IHT Wealth Management LLC has assets under management of $1 billion to $10 billion.

Firm Information

Catherine Kluczny is currently registered with IHT Wealth Management LLC. IHT Wealth Management LLC is a Chicago, Illinois-based registered investment advisor with over $4.8 billion in regulatory assets under management. The firm provides financial planning, pension consulting, and portfolio management services to a range of clients, including high-net-worth individuals, corporations, and charitable organizations. IHT Wealth Management offers a wrap fee program and has a strong presence on social media platforms like Facebook, Twitter, and LinkedIn.
IHT Wealth Management LLC

123 N. WACKER DR.

CHICAGO, IL 60606

$4.82B

Assets Under Management

326

Total Clients

149

Total Financial Advisors

Services Offered

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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Catherine Kluczny’s Registration & Firm History

IL

10/26/2020 - Present

IHT Wealth Management LLC (CHICAGO IL)

IL

01/27/2020 - 12/31/2022

LPL FINANCIAL LLC (ELGIN IL)

Not sure if Catherine Lynn Kluczny is right for you?

Licenses & Designations

BOTH

Issued 06/15/2020

Series 66 - Uniform Combined State Law Examination

BC

Issued 01/27/2020

Series 7TO - General Securities Representative Examination

BC

Issued 12/06/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Catherine Lynn Kluczny.
Not sure if Catherine Lynn Kluczny is right for you?