Unclaimed Profile

Lindsey Brooke Michel

IHT WEALTH MANAGEMENT LLC·CHICAGO, Illinois

SIE, Series 7, Series 24, Series 52TO, Series 53, Series 66Clean record20 years registeredIHT WEALTH MANAGEMENT LLC

123 N. WACKER DR., CHICAGO, IL 60606CRD# 4873645Firm CRD# 171481

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lindsey Brooke Michel · CHICAGO, IL

Registration

CRD #4873645 · IHT WEALTH MANAGEMENT LLC · 20 years registered

Brand Profile

Not yet started

Career History

LPL FINANCIAL LLC

Jan 2021 – present

IHT WEALTH MANAGEMENT LLC

Jan 2021 – present

INDEPENDENT FINANCIAL PARTNERS

Dec 2017 – Nov 2020

Longmont, CO

LPL FINANCIAL LLC

Jun 2006 – Mar 2018

BOULDER, CO

PIPER JAFFRAY & CO.

Dec 2005 – Jun 2006

BOULDER, CO

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 52TO

Series 53

Series 66

Registration record

First registered · December 20, 2005

Years registered · 20

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

IHT WEALTH MANAGEMENT LLC

CRD 171481 · SEC 801-79769

AUM

$4.8B

Regulatory assets under management

Employees

230

20,120 client accounts

Services offered by IHT WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at IHT WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does Lindsey Brooke Michel offer?

Lindsey Brooke Michel specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in CHICAGO, Illinois for a consultation.

What are Lindsey Brooke Michel's credentials?

Lindsey Brooke Michel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lindsey Brooke Michel located?

Lindsey Brooke Michel is based in CHICAGO, Illinois, working with IHT WEALTH MANAGEMENT LLC. Their office serves clients in the CHICAGO metropolitan area and surrounding communities.

How does Lindsey Brooke Michel charge for services?

Lindsey Brooke Michel's firm is compensated through percentage of aum, hourly charges, subscription fees, other: financial planning fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is IHT WEALTH MANAGEMENT LLC?

IHT WEALTH MANAGEMENT LLC has approximately 230 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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