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Donald Russell Morse

IHT Wealth Management LLC

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About Donald Russell Morse

Donald Morse is a financial advisor with over 20 years of experience in the industry. Donald is currently registered with IHT Wealth Management LLC, where Donald provides investment advisory services. Prior to joining IHT Wealth Management LLC, Donald was employed by Ameriprise Financial Services, Inc. and IDS Life Insurance Company. Donald holds the Series 66, Series 7, and SIE licenses. Donald is committed to providing clients with personalized financial planning and investment management services.

Firm Information

Donald Morse 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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Donald Morse’s Registration & Firm History

IL

10/13/2017 - Present

IHT Wealth Management LLC (CHICAGO IL)

KS

08/29/2002 - 05/14/2012

AMERIPRISE FINANCIAL SERVICES, INC. (OVERLAND PARK KS)

MN

08/29/2002 - 07/03/2006

IDS LIFE INSURANCE COMPANY (MINNEAPOLIS MN)

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Licenses & Designations

BOTH

Issued 09/27/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/28/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Donald Russell Morse.
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