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Featured Business Financial Advisor in Chicago, IL
Chicago Financial Advisors
IHT Wealth Management
123 N Wacker Drive, Suite 2300
Chicago, IL 60606
(312) 895-7500
“A Guide to Financial Independence”
Advisor Profile
Michael Porrey, Jr., MBA CFP
Name:  Michael Porrey, Jr., MBA CFP
Phone Number:  (312) 895-7500
Website:  Visit Website

About IHT Wealth Management

IHT Wealth Management is a comprehensive financial services firm committed to guiding you to financial independence. We are dedicated to helping you grow, protect, and conserve your wealth by delivering an unprecedented level of personalized service and expertise.

Our mission is to assist our clients in navigating their unique financial plan by focusing on their goals, providing superior service, and working as a team with the client and other professionals. IHT Wealth Management partners with the client to try to ethically help enhance their financial value by providing a guide to financial independence through comprehensive wealth management.
 

General Information

CRD#:    2497850
Insurance License#:    790384
Name of Broker/Dealer:    LPL Financial
States Licensed in:    AZ CO FL GA IL IN MA MD MI MN NM NV SC UT VA WA WI
States Willing to do Business in:   
Years of Experience in Financial Services:    24
Number of Years with Current Firm:    19
Work Experience:    24 years
 

Services

Investment Types:    Stocks, Mutual Funds, Bonds, Annuities, Insurance, Commodities, Alternative Investments, Socially Responsible Investments (SRI)
I can meet clients in the following ways:    At your office, Via phone, At my office
 

Qualifications & Memberships

Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant
Securities Licenses:    Series 24, Series 6, Series 7, Series 65, Series 63, Series 31
Insurance and Annuity Licenses:    Life, Variable Life, Long Term Care, Variable Annuity, Annuity
Financial Organization Memberships:    Financial Planning Association (FPA)
Non-Financial Organization Memberships:    Chicago Estate Planning Council (CEPC)
Illinois Certified Public Accountants (ICPAS)
Executives Club of Chicago
 

Compensation and Fees

Fee Structure:    I am a Fee-Based financial professional
Minimum Portfolio Size for New Managed Accounts:    $250,000.00
Compensation Methods:    Based on Assets, Flat Fee
Fee % Based on Assets:    Tierd
 
 
 
Prepared By: Michael Porrey, Jr., MBA CFP

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