David Todd Wernli

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

• 04/1996 → Present
  Lpl Financial, Llc
  El Dorado, KS
• 07/2014 → 12/2017
  Nvision Wealth Group, Llc (Formerly: Shadowstone Partners)
  El Dorado, KS
• 10/2017 → Present
  Iht Wealth Management, Llc
  El Dorado, KS

Previous Registrations

• 2014-08-01 → 2017-12-31
  Nvision Wealth Group, Llc
  El Dorado, KS
  Overland Park, KS
• 2012-08-20 → 2014-10-22
  Independent Financial Partners
  Derby, KS
  El Dorado, KS

Other Businesses

1.4/20/1998: WERNLI INVESTMENTS, INC.--Investment Related--At Reported Business Location(s)--BusinessEntityForTax/Invest.Only--Time0%--FOR TAX PURPOSES. 2.4/18/11:D&D INVESTMENTS OF EL DORADO, LLC--Real Estate Investment--Time 1%---Ownership of Real Estate. 3.9/25/13:W&M ENTERPRISES, LLC--INV REL--El Dorado, KS--RealEstateRental--1%ofTime 4.11/17/16:Flipflop, LLC--Investment Related--RealEstateRental--Start4/1/15--2Hrs/Month;0HrsDuringSecuritiesTrading. 5.1/19/17:W Properties, LLC--Investment Related--At Reported Business Location(s)--RealEstateRental--Start1/1/17--2Hrs/Month;0HrsDuringSecuritiesTrading. 6.12/20/17:IHT Wealth Management LLC--Investment Related--At Reported Business Location(s)--RIA/Hybrid--IAR--Start9/12/17--160Hours/MonthDuringTrading--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 about 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. 7.4/23/2020:W Investments--Investment Related--At Reported Business Location(s)--DBAforLPLBusiness--Started 05/01/2020--40Hours/MonthDuringSecuritiesTrading. 8.6/12/2020:IHT Wealth Management LLC--DBA:(Hybrid) W Investments--Investment Related--At Reported Business Location(s)--Registered Investment Advisor DBA--IAR--Started04/23/2017--160Hours/MonthDuringSecuritiesTrading. 9. 08/16/2022- WOW Human Resource Management LLC- Not Investment Related - 10370 S. Clubside Ct Olathe, KS 66061 - Business Entity For Tax/Investment Purposes Only- Partner -Start Date- 08/01/2022- 3 Hours Per Month/ 0 Hours During Securities Trading 10. 10/03/2023 - W Investments - Business Entity For Tax/Investment Purposes Only - Investment Related - At Reported Business Location(s) - Start Date 01/01/2024 - 160 Hours Per Month/ 0 Hours During Trading 11. 01/30/2026 - 101N Main LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - At Reported Business Location(s) - Start Date 02/02/2026 - 0 hours per month/ during trading

Exams

• S65 Uniform Investment Adviser Law Examination
  1996-02-03
• S63 Uniform Securities Agent State Law Examination
  1995-09-15