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Alexandra H
Series 63, Series 65
Kalamazoo, MI
IHT Wealth Management LLC
Alexandra Herbert is a financial advisor at IHT Wealth Management LLC with Series 63 and Series 65 credentials and two years of industry experience. She has worked at LPL Financial since 2017 and at Jeff K Ross Financial Services, LLC since 2016. Her professional background also includes four years at Western Michigan University. IHT Wealth Management serves individuals, including high-net-worth clients, corporate and institutional entities, and retirement plan sponsors, providing discretionary asset management, financial planning, ERISA plan consulting, outsourced CIO arrangements, and access to third-party managers. The firm tailors portfolios using proprietary model portfolios, quantitative optimization, and various investment strategies, managing approximately $9.8 billion in assets through a network of about 159 advisors.
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