Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Timothy? Claim Your ProfileTimothy Michael Pitera is an investment advisor representative at IHT Wealth Management LLC. Timothy has been in the financial industry since 1989 and has been registered with IHT Wealth Management LLC since 2023. Timothy is also registered as an investment advisor representative in 11 states, including Minnesota, Illinois, Arizona, Colorado, Florida, Idaho, Massachusetts, New York, Texas, Vermont, and Wisconsin. Timothy specializes in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Timothy is a Series 65, Series 63 and Series 7 holder. He is also a SIE holder.
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
01/27/2023 - Present
IHT Wealth Management LLC (CHICAGO IL)
MN
01/03/2011 - 01/26/2023
WELLS FARGO CLEARING SERVICES, LLC (WOODBURY MN)
MN
11/21/2007 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (MINNEAPOLIS MN)
MN
12/01/2001 - 11/26/2007
U.S. BANCORP INVESTMENTS, INC. (ROBBINSDALE MN)
NJ
04/10/1997 - 12/01/2001
FIRSTAR INVESTMENT SERVICES,INC. (MORRIS PLAINS NJ)
WI
06/10/1996 - 04/08/1997
INVEST FINANCIAL CORPORATION (APPLETON WI)
CA
01/02/1996 - 07/15/1996
FINANCIAL NETWORK INVESTMENT CORPORATION (EL SEGUNDO CA)
NA
10/04/1994 - 10/18/1995
VOYAGEUR FUND DISTRIBUTORS, INC.
MN
03/24/1993 - 09/01/1994
FBS INVESTMENT SERVICES, INC. (SAINT PAUL MN)
MN
12/20/1988 - 10/21/1992
AMERICAN EXPRESS FINANCIAL ADVISORS INC. (MINNEAPOLIS MN)
IA
Issued 12/13/2004
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 11/21/1988
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/17/1988
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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