Alan Jeffrey Nerad
Investment adviser representative at Iht Wealth Management LLC
23 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
23 years in the industry.
- Iht Wealth Management LLCJun 2026 to now
- LPL Financial LLCJun 2026 to now
- Osaic Wealth, Inc.Aug 2024 to May 2026
- Alera Investment Advisors, LLCNov 2017 to May 2026
- Triad Advisors, Inc.Nov 2017 to Aug 2024
- Gcg Financial, Inc.Jan 2015 to May 2026
- Minnesota Life Ins CoMar 2003 to Nov 2017
- Securian Financial Services, Inc.Mar 2003 to Nov 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
- 4646364
- Firm CRD
- 171481