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Jim Koliatsis

IHT Wealth Management LLC

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About Jim Koliatsis

Jim Koliatsis is a financial advisor with over 20 years of experience. Jim is a Registered Representative of LPL Financial and is affiliated with IHT Wealth Management LLC. Jim is a Certified Financial Planner and holds a Series 7, Series 24, Series 31, and Series 66 license. Jim has a strong commitment to providing comprehensive financial planning and investment management services to individuals, families, and businesses.

Firm Information

Jim Koliatsis 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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Jim Koliatsis’s Registration & Firm History

IL

10/03/2017 - Present

IHT Wealth Management LLC (Skokie IL)

IL

05/11/2001 - 09/11/2007

LASALLE FINANCIAL SERVICES, INC. (CHICAGO IL)

NY

02/12/1999 - 05/18/2001

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 05/14/1999

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/06/2007

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2015

Series 31 - Futures Managed Funds Examination

BC

Issued 02/11/1999

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jim Koliatsis.
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