Dario Kerkez
Investment adviser representative at Iht Wealth Management LLC
13 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
13 years in the industry.
- Iht Wealth Management LLCSep 2018 to now
- LPL Financial, LLCMar 2018 to now
- Private Advisor Group, LLCFeb 2018 to Sep 2018
- MML Investors Services, LLCMar 2017 to Mar 2018
- Massachusetts Mutual Life Insurance CompanyJul 2016 to Mar 2018
- Metlife Securities IncOct 2013 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2007
- Series 66 · Uniform Combined State Law2007
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
- 5283327
- Firm CRD
- 171481