AA
CFP
AA
CFP

Alona Weissberg Anspach

39 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningFinancial Planning & CoachingTax Planning
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
26657 advisors
Number of Clients
1,676,192 clients
Average Client Portfolio
$369K average
Assets Under Management
$618.9B

Fee Structure

Minimum Investment:$1K
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Location

500 Skokie Blvd., Suite 285, Northbrook, IL, 60062

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Alona is a trustee for the Jewish Women's Foundation and an IAR with IHT Wealth Management, spending about a quarter of her time providing investment advisory services. She is also an insurance agent with Mass Mutual, BC/BS, and Guardian, selling whole life and long-term care insurance.

Employment History
Current Registrations
LPL Financial LLC
June 2025 - Present · 8 mos
Iht Wealth Management LLC
December 2020 - Present · 5 yrs 2 mos
LPL Financial LLCBroker
June 2011 - Present · 14 yrs 8 mos
Previous Registrations
Sheridan Road
August 2018 - December 2020 · 2 yrs 4 mos
Independent Financial Partners
June 2011 - January 2019 · 7 yrs 7 mos
AXA Advisors, LLC
January 2003 - June 2011 · 8 yrs 5 mos
AXA Advisors, LLCBroker
January 2003 - June 2011 · 8 yrs 5 mos
AXA Advisors, LLC
January 2003 - January 2003 · 0 mos
Walnut Street Securities, INC.Broker
August 1998 - January 2003 · 4 yrs 5 mos
Alona W. Sussman & Associates
July 1998 - December 2002 · 4 yrs 5 mos
Princor Financial Services CorporationBroker
January 1993 - July 1998 · 5 yrs 6 mos
Chubb Securities CorporationBroker
July 1986 - December 1992 · 6 yrs 5 mos
State Registrations14 states
AZCACOFLGAILINMAMIMNNCOHSCWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alona Weissberg Anspach - Financial Advisor | TrueAdvisor