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Philip Glenn Sherman

Iht Wealth Management LLC

Chicago, IL

Beaverton,, OR

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Current Employers
Iht Wealth Management Llc

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2026-07-17
WA RA APPROVED 2026-07-17
  • OR RA
    APPROVED
    Since 2026-07-17
  • WA RA
    APPROVED
    Since 2026-07-17

Branch Locations

123 N. Wacker Dr. Suite 2300, Chicago, IL 60606 • United States

12655 S.W. Center Street, Suite 330 , Beaverton,, OR 97005 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 09/2016 05/2017
South Carolina Federal Credit Union Charleston SC 09/2016 05/2017
Lpl Financial, Llc Portland OR 07/2017 02/2018
Unemployed Portland OR 05/2017 06/2017
Cwm, Llc Omaha NE 02/2018 07/2019
Cetera Advisor Networks El Segundo CA 02/2018 07/2019
Cwm, Llc Dba Carson Wealth Omaha NE 07/2019 11/2019
Deschutes Investment Consulting, Llc Portland OR 12/2019 Present
Iht Wealth Management, Llc Beaverton OR 07/2026 Present
  • 09/2016 → 05/2017
    Cuso Financial Services, Lp
    San Diego, CA
  • 09/2016 → 05/2017
    South Carolina Federal Credit Union
    Charleston, SC
  • 07/2017 → 02/2018
    Lpl Financial, Llc
    Portland, OR
  • 05/2017 → 06/2017
    Unemployed
    Portland, OR
  • 02/2018 → 07/2019
    Cwm, Llc
    Omaha, NE
  • 02/2018 → 07/2019
    Cetera Advisor Networks
    El Segundo, CA
  • 07/2019 → 11/2019
    Cwm, Llc Dba Carson Wealth
    Omaha, NE
  • 12/2019 → Present
    Deschutes Investment Consulting, Llc
    Portland, OR
  • 07/2026 → Present
    Iht Wealth Management, Llc
    Beaverton, OR
Previous Registrations
  • 2020-03-04 → 2026-07-20
    Deschutes Investment Consulting, Llc
    Portland, OR
  • 2018-02-13 → 2019-11-21
    Cwm, Llc
    Portland, OR
  • 2017-07-10 → 2018-02-12
    Lpl Financial Llc
    Portland, OR
  • 2016-09-30 → 2017-05-12
    Cuso Financial Services, L.P.
    Charleston, SC
    San Diego, CA
  • 2016-01-27 → 2016-06-20
    Kms Financial Services, Inc.
    Milwaukie, OR
  • 2014-10-31 → 2015-10-01
    1St Global Advisors Inc
    Eugene, OR
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-10-30
  • S66 Uniform Combined State Law Examination
    2014-10-30
Designations
Other Names
  • Phil Glenn Sherman

View on SEC IAPD

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Other Investors

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CARLYLE KELLY MADDEN
PHILIP JOHN RIDOLPHI
SUSAN MARY SHACKLETTE
KRISTI LYNN MILLS
NATHANIEL MITCHELL COLEMAN
KEITH MATTHEW CARDOZA

Other Offices

BROWNSON, REHMUS & FOXWORTH, INC. · CHICAGO, IL
PFINGSTEN PARTNERS, L.L.C. · CHICAGO, IL
GUGGENHEIM FUNDS DISTRIBUTORS, LLC · CHICAGO, IL
GUGGENHEIM INVESTMENTS · CHICAGO, IL
PEKIN HARDY STRAUSS, INC. · CHICAGO, IL
SPIDERROCK ADVISORS, LLC · CHICAGO, IL
PROSPECT PARTNERS ADVISORS LLC · CHICAGO, IL
DOYENNE WEALTH ADVISORS · CHICAGO, IL

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