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Marcin Andrzej Szczepaniak

IHT Wealth Management LLC

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About Marcin Andrzej Szczepaniak

Marcin Andrzej Szczepaniak is a registered representative with IHT Wealth Management LLC and is a financial professional with experience in the financial services industry. Marcin has a wide range of experience including work at Northwestern Mutual Life Insurance Company, SLS Capital Capital Advisors and CBRE. He is registered with the state of Illinois and holds Series 66, 7TO, Series 24 and SIE licenses. Marcin is also a registered investment advisor representative.

Firm Information

Marcin Szczepaniak 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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Marcin Szczepaniak’s Registration & Firm History

IL

05/30/2024 - Present

IHT Wealth Management LLC (CHICAGO IL)

IL

12/13/2021 - 07/03/2023

M1 FINANCE LLC (CHICAGO IL)

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Licenses & Designations

BOTH

Issued 11/01/2022

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/30/2023

Series 24 - General Securities Principal Examination

BC

Issued 12/11/2021

Series 7TO - General Securities Representative Examination

BC

Issued 06/18/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Marcin Andrzej Szczepaniak.
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