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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Kinsella is an investment advisor representative with IHT Wealth Management LLC, a firm headquartered in Chicago, IL, with assets under management between $1 billion and $10 billion. John's focus is on providing investment advice to individuals and businesses. John has been in the industry since 1981. John holds multiple licenses including Series 3, 7, and 65, and is registered in Illinois, Michigan, Arizona, California, Florida, Nebraska, New Jersey, New York, Pennsylvania, and Texas. John has experience with clients in the areas of individuals, high-net-worth individuals, corporations, other businesses, charitable organizations, and 401k plans.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
12/22/2015 - Present
IHT Wealth Management LLC (OAKBROOK TERRACE IL)
IL
10/23/2009 - 12/22/2015
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (OAK BROOK IL)
IL
10/20/2004 - 10/23/2009
BANC OF AMERICA INVESTMENT SERVICES, INC. (CHICAGO IL)
NY
08/19/2002 - 10/20/2004
QUICK & REILLY, INC. (NEW YORK NY)
NY
03/02/1998 - 08/23/2002
RBC DAIN RAUSCHER INC. (NEW YORK NY)
NA
08/19/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
NY
10/26/1995 - 05/30/1997
OPPENHEIMER & CO., INC. (NEW YORK NY)
IL
06/17/1992 - 04/18/1995
THE CHICAGO CORPORATION (CHICAGO IL)
NJ
02/15/1985 - 02/13/1992
PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)
NA
08/09/1983 - 12/28/1984
GOLDMAN SACHS MONEY MARKETS INC.
NA
04/23/1980 - 07/15/1983
GOLDMAN, SACHS & CO.
IA
Issued 12/23/1997
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/15/1980
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/28/1997
Series 3 - National Commodity Futures Examination
BC
Issued 04/19/1980
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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