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Felipe Medina

IHT Wealth Management LLC

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About Felipe Medina

Felipe Medina is a financial advisor with IHT Wealth Management LLC in Phoenix, AZ. Felipe has been in the industry for over 10 years, and has a Series 7, Series 66, and SIE licenses. He is a Certified Financial Planner and specializes in financial planning, pension consulting, and portfolio management for individuals and businesses. Felipe has also worked for Fidelity Brokerage Services LLC and Merrill Lynch, Pierce, Fenner & Smith Incorporated.

Firm Information

Felipe Medina 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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Felipe Medina’s Registration & Firm History

AZ

09/17/2018 - Present

IHT Wealth Management LLC (Phoenix AZ)

AZ

01/25/2013 - 06/07/2018

FIDELITY BROKERAGE SERVICES LLC (CHANDLER AZ)

AZ

01/27/2012 - 01/14/2013

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (PHOENIX AZ)

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Licenses & Designations

BOTH

Issued 03/02/2012

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/07/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/26/2012

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Felipe Medina.
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