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Cathleen Nash Stevens

IHT Wealth Management LLC

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About Cathleen Nash Stevens

Cathleen Stevens is a financial advisor with over 29 years of experience in the industry. Cathleen has a strong background in both securities and investment advisory services. She holds a Series 6, 7, 63, and 65 license and is also a Certified Financial Planner. Cathleen is currently registered as a Registered Representative with IHT Wealth Management LLC.

Firm Information

Cathleen Stevens 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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

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

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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.

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fixed fees

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

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percentage of assets

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

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other

Financial planning fees

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Cathleen Stevens’s Registration & Firm History

IL

05/02/2019 - Present

IHT Wealth Management LLC (CHICAGO IL)

GA

12/01/2003 - 08/09/2011

SECURITIES AMERICA, INC. (ATLANTA GA)

MA

09/23/1993 - 12/02/2003

VERAVEST INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

IA

Issued 10/26/1995

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/07/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 05/19/1998

Series 7 - General Securities Representative Examination

BC

Issued 09/22/1993

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are 2 public disclosures for Cathleen Nash Stevens. Review regulatory record here.
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