Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Wernli is a financial advisor with over 27 years of experience in the industry. David is a registered representative of LPL Financial, LLC and an Investment Advisor Representative of IHT Wealth Management LLC. He has earned the Series 7, 24, 31, and 63 licenses, as well as the Series 65 license. David offers a range of financial services, including portfolio management, financial planning, and retirement planning. He works with a variety of clients, including individuals, families, and businesses. David is committed to providing his clients with personalized advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
IL
10/13/2017 - Present
IHT Wealth Management LLC (CHICAGO IL)
NY
08/10/1995 - 04/26/1996
DEAN WITTER REYNOLDS INC. (PURCHASE NY)
IA
Issued 02/03/1996
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 09/15/1995
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 08/20/2001
Series 24 - General Securities Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 03/17/2006
Series 31 - Futures Managed Funds Examination
BC
Issued 08/05/1995
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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