Alona Anspach, financial advisor Northbrook IL

Alona Anspach

CRD Number: 1532003
Current Firm: Iht Wealth Management LLC

Alona Anspach (CRD# 1532003) is an Investment Advisor Representative working at Iht Wealth Management LLC in Northbrook, IL and has over 36 years of experience in the finance industry. Alona Anspach has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Iht Wealth Management Chicago, IL Dec 2020 - Current 3
Lpl Financial LLC Northbrook, IL Jun 2011 - Current 12
Sheridan Road Advisors, Llc (dba: Sheridan Road) Northbrook, IL Jul 2018 - Dec 2020 2
Independent Financial Partners Northbrook, IL Jun 2011 - Dec 2018 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1987
S65 NASAA Investment Advisors Law Examination Sep 1994
Contact Info for Alona W. Anspach
Phone Number: 855-295-2828
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    4,374
    MILLIONS
  • Total Number of Accounts
    18,644
    ACCOUNTS
  • Average Account Value
    $234,583
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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