Cain Benjamin Kobert
Investment adviser representative at Iht Wealth Management LLC
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$9.8BFirm assets
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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
20 years in the industry.
- Iht Wealth Management LLCJun 2019 to now
- LPL Financial, LLCJun 2006 to now
- Independent Financial PartnersNov 2017 to May 2019
- Western Wealth Management, LLCJun 2016 to Nov 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law1996
State registrations
Registered as an investment adviser representative in 2 states (CO, FL).
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
- 2673742
- Firm CRD
- 171481