Derick Wayne Walters

Employer firm

Iht Wealth Management LLC CRD 171481

$9.80B regulatory AUM 326 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2012 → Present
  Lpl Financial Llc
  Overland Park, KS
• 09/2012 → 02/2017
  Independent Financial Partners
  Overland Park, KS
• 07/2014 → Present
  Nvision Wealth Group, Llc (Formerly: Shadowstone Partners)
  Overland Park, KS
• 10/2017 → Present
  Iht Wealth Management, Llc
  Overland Park, KS

Previous Registrations

• 2014-08-01 → 2017-12-31
  Nvision Wealth Group, Llc
  Overland Park, KS
  Overland Park, KS
• 2012-08-28 → 2014-10-17
  Independent Financial Partners
  Leawood, KS
  Overland Park, KS
• 2004-08-05 → 2012-08-28
  Ameriprise Financial Services, Llc
  Leawood, KS
  Overland Park, KS

Other Businesses

(1) 7/31/2014: OTHER-FOR ACCOUNTING PURPOSES ONLY - DW WEALTH MANAGEMENT - 5 HOURS PER MONTH/0 HOURS DURING TRADING - OVERLAND PARK, KS. (2) 2/10/2017: nVision Wealth - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 03/01/2017 - 140 Hours Per Month During Securities Trading. (3) 12/20/2017 - IHT Wealth Management LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 09/12/2017 - 160 Hours Per Month / 160 Hours During Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in December 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (4) 12/20/2017 - IHT Wealth Management LLC - DBA: nVision Wealth - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 09/12/2017 - 160 Hours Per Month / 160 Hours During Trading - I provide investment advisory services through IHT Wealth Management LLC, an independent investment advisor firm. I started this business activity in December 2017. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. (5) 02/23/2026 - nVision Legacy LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 2 hours per month/ during trading

Exams

• S66 Uniform Combined State Law Examination
  2004-08-04

Designations

• Certified Financial Planner