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CJ

Caleb John Cetina

Investment Adviser Representative at IHT Wealth Management LLC

Tampa, FLCRD #8072900Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
1 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Caleb John Cetina is an investment adviser representative with IHT Wealth Management LLC in Tampa, FL, where they have been registered since 2026. They have worked in the securities industry since 2025. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Florida.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
Florida
Broker:
1 state or territory

Florida

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 63
Uniform Securities Agent State Law Examination
Passed 9/25/2025
Series 65
Uniform Investment Adviser Law Examination
Passed 7/28/2025
Series 7
General Securities Representative Examination
Passed 12/26/2025
SIE
Securities Industry Essentials Examination
Passed 3/14/2025

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

IHT Wealth Management LLCCurrent
1/20/2026 – Tampa, FL

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Student in Public Education
    Jan 2015 – Jan 2022Fort Myers, FL
  2. Panera Bread LLC
    Feb 2022 – Apr 2022Fort Myers, FL
  3. South West Florida Enterprise Center
    May 2022 – Jun 2022Fort Myers, FL
  4. Unemployed
    Jul 2022 – Sep 2022Fort Myers, FL
  5. Tailored Brands (The Mens Wearhouse)
    Oct 2022 – Dec 2024Fort Myers, FL
  6. Evolution Retirement Services
    Jun 2023 – Aug 2023Fort Myers, FL
  7. Ensemble Schools (Fort Myers School of Music)
    Dec 2024 – Jan 2025Fort Myers, FL
  8. Porsche Fort Myers
    Feb 2025 – Apr 2025Fort Myers, FL
  9. Unemployed
    May 2025 – Sep 2025Fort Myers, FL
  10. LPL Financial LLC
    Oct 2025 – no end date reportedTampa, FL

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About IHT Wealth Management LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Hourly
  • Fixed fee
  • Other
Estimated blended rate
0.02

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Financial PlanningPortfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and InstitutionsPension ConsultingSelection of Other Advisers

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporationsOther

Firm assets under management

$5B–$25B

Firm disclosures (Form ADV)
No disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
159
Offices listed on AdvisorFinder:
61
Main office:
Chicago, IL
SEC file number:
801-79769

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of March 31, 2026

View full firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Caleb John Cetina has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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