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Ian Stuart Baker

IHT Wealth Management LLC

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About Ian Stuart Baker

Ian Baker is a financial advisor at IHT Wealth Management LLC. Ian has been in the financial industry since 1999 and is registered to offer investment advice in 22 states. He is licensed to offer securities and advisory services through IHT Wealth Management. Ian's practice focuses on helping individuals, families, and businesses achieve their financial goals. He works with clients to develop personalized financial plans and offers a variety of investment advisory services.

Firm Information

Ian Baker 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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Ian Baker’s Registration & Firm History

IL

03/19/2021 - Present

IHT Wealth Management LLC (CHICAGO IL)

NY

06/30/2006 - 06/03/2016

AMERITAS INVESTMENT CORP. (NEW YORK NY)

NY

11/18/2002 - 06/30/2006

CARILLON INVESTMENTS, INC. (NEW YORK NY)

MA

12/16/1999 - 11/20/2002

ALLMERICA INVESTMENTS, INC. (WORCESTER MA)

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Licenses & Designations

BC

Issued 01/08/2000

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/15/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Ian Stuart Baker. Review regulatory record here.
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