TB
Thomas M. Brdecka
IHT WEALTH MANAGEMENT LLC
NAPERVILLE, IL 60540
Some features on this profile are disabled
CRD#: 4594314
TB
Professional summary
Thomas Michael Brdecka, who also goes by Tom Brdecka, is a registered financial advisor currently at IHT WEALTH MANAGEMENT LLC located in Naperville, Illinois and LPL FINANCIAL LLC located in Naperville, Illinois.
Thomas is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2005. Thomas has worked at 3 firms and has passed the Series 66, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Tom Brdecka
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. 02/27/2015 - TOM BRDECKA/ TAX PREP, ACCOUNTING, CPA/ 15%/ NAPERVILLE, IL
2. 02/27/2015 - IHT WEALTH MANAGEMENT/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ NAPERVILLE, IL
3. 02/27/2015 - PRODUCERS RESOURCE INC./ BUSINESS ENTITY FOR TAX, INVESTMENT PURPOSES ONLY/ 10%/ NAPERVILLE, IL
4. 03/25/2015 - IHT WEALTH MANAGEMENT LLC - REGISTERED INVESTMENT ADVISOR HYBRID - TIME SPENT 100% - NAPERVILLE, IL
5. 05/07/2015 - NO BUSINESS NAME - INV REL - 55 S. MAIN STREET, SUITE 296
NAPERVILLE, IL 60540 - NON-VARIABLE INSURANCE - START 05/01/2015 - 1 HR/MO DURING SECS TRDG HRS
6. 10/15/2015 * Tom Brdecka * Tax Prep/Accounting/CPA * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 01/01/2006 * 4 HRS/MO DURING SECS TRDG HRS.
CRS (Client Relationship Summary) - RIA
Click below to view Thomas Michael Brdecka's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 27, 2015 - Present
IHT WEALTH MANAGEMENT LLC
Office #1: 55 S. Main Street Suite 296, Naperville, IL 60540RIA
CRD#: 171481
NAPERVILLE, IL
Current
February 27, 2015 - Present
LPL FINANCIAL LLC
Office #1: 55 S Main St, Ste 296, Naperville, IL 60540RIA
BD
CRD#: 6413
Naperville, IL
Past
October 22, 2018 - October 8, 2020
LPL FINANCIAL LLC
RIA
CRD#: 6413
NAPERVILLE, IL
Past
November 18, 2005 - March 17, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
RIA
CRD#: 16164
NAPERVILLE, IL
Past
September 30, 2005 - March 17, 2015
TRANSAMERICA FINANCIAL ADVISORS, LLC
BD
CRD#: 16164
NAPERVILLE, IL
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(3/19/2021)
RR
Alaska(3/19/2021)
RR
Arizona(2/27/2015)
RR
Arkansas(4/20/2018)
RR
California(4/20/2018)
RR
Colorado(3/19/2021)
RR
Connecticut(4/20/2018)
RR
Delaware(3/19/2021)
RR
District of Columbia(3/19/2021)
RR
Florida(2/27/2015)
RR
Georgia(4/20/2018)
RR
Hawaii(3/19/2021)
RR
Idaho(3/19/2021)
RR
Illinois(2/27/2015)
IAR
Illinois(2/27/2015)
RR
Indiana(2/27/2015)
RR
Iowa(3/19/2021)
RR
Kansas(3/19/2021)
RR
Kentucky(3/19/2021)
RR
Louisiana(3/19/2021)
RR
Maine(3/19/2021)
RR
Maryland(3/19/2021)
RR
Massachusetts(3/19/2021)
RR
Michigan(3/19/2021)
RR
Minnesota(2/27/2015)
RR
Mississippi(3/19/2021)
RR
Missouri(6/10/2015)
RR
Montana(3/19/2021)
RR
Nebraska(3/19/2021)
RR
Nevada(3/19/2021)
RR
New Hampshire(3/19/2021)
RR
New Jersey(3/19/2021)
RR
New Mexico(3/19/2021)
RR
New York(3/19/2021)
RR
North Carolina(3/22/2021)
RR
North Dakota(3/19/2021)
RR
Ohio(4/20/2018)
RR
Oklahoma(3/19/2021)
RR
Oregon(5/6/2015)
RR
Pennsylvania(3/19/2021)
RR
Puerto Rico(3/19/2021)
RR
Rhode Island(3/19/2021)
RR
South Carolina(3/19/2021)
RR
South Dakota(3/19/2021)
RR
Tennessee(3/19/2021)
RR
Texas(3/26/2018)
RR
Utah(2/16/2016)
RR
Vermont(3/19/2021)
RR
Virginia(3/19/2021)
RR
Washington(3/19/2021)
RR
West Virginia(3/19/2021)
RR
Wisconsin(3/19/2021)
RR
Wyoming(3/19/2021)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
IW
IHT WEALTH MANAGEMENT LLC
+RINGENBERG FINANCIAL GROUP | W INVESTMENTS | VENICE WEALTH PARTNERS, LLC | THRIVE LIFE 360 | THE NESSIM GROUP | TALL OAKS ADVISORS, LLC | SW ADVISERS | SUCCESS WEALTH MANAGEMENT | STONEBRIAR WEALTH MANAGEMENT | STILLWATER FINANCIAL PLANNING | STEVENS3 FINANCIAL SERVICES, LLC | SJD PARTNERS LLC | SHARD FINANCIAL SERVICES, INC. | SEWELL WEALTH MANAGEMENT | RPR FINANCIAL | ROCKY MOUNTAIN WEALTH MANAGEMENT | RIVERSTONE WEALTH MANAGEMENT | RINGENBERG FINANCIAL GROUP | RB WEALTH PARTNERS | PROVIDENT WEALTH MANAGEMENT | PRB WEALTH MANAGEMENT | PLAN WEALH CREATIVE | PINNACLE WEALTH MANAGEMENT | PEARLVEST CAPITAL LLC | NVISION WEALTH PARTNERS, LLC | NVISION WEALTH | NVISION 401(K) PLAN ADVISORS | MUELLER WEALTH GROUP LLC | MILESTONE FINANCIAL SERVICES | LPG FINANCIAL, LLC | LPG FINANCIAL | LIGHTHOUSE FINANCIAL GROUP | KONZA WEALTH ADVISORS | KMG WEALTH MANAGEMENT | KEYSTONE FINANCIAL STRATEGIES | KEITH WILLIAMS FINANCIAL SERVICES | JLS WEALTH MANAGEMENT | JEFF K. ROSS FINANCIAL | J. DAVID BARKLEY & ASSOCIATES | IRELAND WEALTH MANAGEMENT AND FINANCIAL PLANNING | IHT WEALTH MANAGEMENT LLC | HARBOR WEALTH | GREEN STONE BELT WEALTH ADVISORS, LLC | GRATITUDE WEALTH MANAGEMENT | GONGOLA FINANCIAL | EQUITY WEALTH MANAGEMENT | ECLIPSE PRIVATE WEALTH MANAGEMENT | DWF WEALTH MANAGEMENT | DEWITT WEALTH ADVISORS | CMD WEALTH PARTNERS | CHRISTOPHER R. STEIN COMPREHENSIVE WEALTH MANAGEMENT, INC. | CARRERA FINANCIAL | BRIDGE BENEFITS GROUP | BOARDWALK WEALTH SOLUTIONS | BAY AREA WEALTH MANAGEMENT | A&C MANAGEMENT GROUP
CRD#: 171481 / SEC#: 801-79769
RIA
Registered Investment Advisory firm - (5/28/2014 Approved)Florida
Registered Investment Advisory firm - (12/6/2016 Terminated)Illinois
Registered Investment Advisory firm - (2/24/2015 Terminated)Texas
Registered Investment Advisory firm - (12/6/2016 Terminated)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
123 N. Wacker Dr. Suite 2300, Chicago, IL 60606
Mailing Address
Phone number
(855) 295-2828
Established
Firm type
Fiscal year end
# of Employees
179
SEC notice filing (36 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 23,131 |
| AUM (Assets Under Management) | $ 6,376,084,483 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
IHT WEALTH MANAGEMENT LLC
CRD#: 171481Naperville, IL 60540TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
