linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rob Buchdahl Bacharach

IHT Wealth Management LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rob? Claim Your Profile

About Rob Buchdahl Bacharach

Rob Buchdahl Bacharach is a financial advisor with IHT Wealth Management LLC. Rob has been in the financial services industry since February 2017. Rob holds the Series 6, 7, 63, and 65 licenses, as well as the SIE. Rob is a Certified Financial Planner. Rob provides financial planning, investment advisory services, and portfolio management services to individuals and businesses. Rob is committed to providing clients with personalized financial advice and guidance.

Firm Information

Rob Bacharach 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.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

check

other

Financial planning fees

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rob Bacharach’s Registration & Firm History

NC

07/17/2023 - Present

IHT Wealth Management LLC (Cornelius, NC)

NC

02/21/2017 - 07/17/2023

PRUCO SECURITIES, LLC. (CHARLOTTE NC)

Not sure if Rob Buchdahl Bacharach is right for you?

Licenses & Designations

IA

Issued 05/02/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/10/2017

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/02/2017

Series 7 - General Securities Representative Examination

BC

Issued 02/21/2017

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rob Buchdahl Bacharach.
Not sure if Rob Buchdahl Bacharach is right for you?