Oakbrook Terrace, IL Office

Team
Updated today

Client AUM

$7,078,951,575

Clients

25,096

Advisors

2

Of 160 advisors across 65 offices

Location

1 Tower Lane, Suite 1700

Oakbrook Terrace IL 60181

Advisors at this office

2

Advisors at this office

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John K

Series 63, Series 65

Oakbrook Terrace, IL

IHT Wealth Management LLC

John Kinsella is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with IHT Wealth Management and LPL Financial since 2015. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Jeffrey K

Series 66

Oakbrook Terrace, IL

IHT Wealth Management LLC

Jeffrey Kocis is a financial advisor with LPL Financial in Chicago, IL, holding a Series 66 designation and 24 years of industry experience. He has been affiliated with IHT Wealth Management LLC and LPL Financial since 2015. Outside of his advisory work, he serves as Chaplain and Executive Committee Board Member for the American Legion Riders Marne Post 13. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team, combining large-scale advisory operations with additional financial products and services.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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