Thomas Brdecka, financial advisor Naperville IL
93 score

Thomas Brdecka

CRD Number: 4594314
Current Firm: Iht Wealth Management LLC

Thomas Brdecka (CRD# 4594314) is an Investment Advisor Representative working at Iht Wealth Management LLC in Naperville, IL and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Lpl Financial, LLC Naperville, IL Feb 2015 - Current 3
Iht Wealth Management LLC Chicago, IL Feb 2015 - Current 3
Producer's Resource Inc. Naperville, IL Dec 2005 - Current 12
Transamerica Financial Advisors, Inc. Naperville, IL Aug 2005 - Feb 2015 9
Northpoint Financial Group Warrenville, IL May 2006 - Jun 2011 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2005
Contact Info for Thomas M. Brdecka
Phone Number: 312-754-1310
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    488
    MILLIONS
  • Total Number of Accounts
    3,471
    ACCOUNTS
  • Average Account Value
    $140,556
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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