Brian Falls
Investment adviser representative at Iht Wealth Management LLC
11 yearsExperience
2 statesRegistered in
$9.8BFirm assets
12 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
11 years in the industry.
- Iht Wealth Management LLCOct 2022 to now
- LPL Financial LLCOct 2022 to now
- Edward JonesMay 2020 to Aug 2022
- Bank of America, N.A.Aug 2015 to May 2020
- Merrill Lynch, Pierce, Fenner & Smith IncorporatedAug 2015 to May 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2015
State registrations
Registered as an investment adviser representative in 2 states (IL, WI).
Iht Wealth Management LLC
$9.8BAssets managed
25,536Clients
160Advisers
12 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2665456
- Firm CRD
- 171481