Debra Ann Schulz
Investment adviser representative at Iht Wealth Management LLC
19 yearsExperience
1 stateRegistered 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
19 years in the industry.
- Iht Wealth Management LLCMar 2019 to now
- LPL Financial, LLCMar 2017 to now
- Mueller & Co.Jan 2007 to now
- Independent Financial PartnersMar 2017 to Mar 2019
- 1st Global Insurance ServicesJul 2007 to Mar 2017
- 1st Global Advisors, Inc.Mar 2007 to Mar 2017
- 1st Global Capital Corp.Jan 2007 to Mar 2017
Exams passed
- Series 66 · Uniform Combined State Law2003
State registrations
Registered as an investment adviser representative in 1 state (IL).
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
- 4156798
- Firm CRD
- 171481