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RIA / WealthAdvisorCertified Financial Planner11 years in industry

PHILIP GLENN SHERMAN

Advisor at IHT WEALTH MANAGEMENT LLC

Beaverton,, OR | CHICAGO, IL

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Search this name across graphsid dfx:ria:ef1073fb-c3cb-5240-bc1c-867923f766b4

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:38 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Oct 31, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: IHT WEALTH MANAGEMENT LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 30, 2014earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 30, 2014
First registration: Oct 31, 2014
Dual registered: no
Other names: PHIL GLENN SHERMAN
IAPD individual key: 6300809

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
IHT WEALTH MANAGEMENT LLC	Bd affiliated wealth	Jul 17, 2026	n/a	yes	Beaverton,, OR\|CHICAGO, IL	Current employment
DESCHUTES INVESTMENT CONSULTING, LLC	Other adviser	Mar 4, 2020	Jul 20, 2026	no	PORTLAND, OR	Previous registration
CWM, LLC	Bd affiliated wealth	Feb 13, 2018	Nov 21, 2019	no	Portland, OR	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 10, 2017	Feb 12, 2018	no	PORTLAND, OR	Previous registration
CUSO FINANCIAL SERVICES, L.P.	Former SEC adviser	Sep 30, 2016	May 12, 2017	no	Charleston, SC\|SAN DIEGO, CA	Previous registration
KMS FINANCIAL SERVICES, INC	Former SEC adviser	Jan 27, 2016	Jun 20, 2016	no	Milwaukie, OR	Previous registration
1ST GLOBAL ADVISORS INC	Former SEC adviser	Oct 31, 2014	Oct 1, 2015	no	EUGENE, OR	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DESCHUTES INVESTMENT CONSULTING, LLC	IHT WEALTH MANAGEMENT LLC	Jul 20, 2026	Jul 17, 2026	-3	Firm change	Other
CWM, LLC	DESCHUTES INVESTMENT CONSULTING, LLC	Nov 21, 2019	Mar 4, 2020	104	Firm change	Other
LPL FINANCIAL LLC	CWM, LLC	Feb 12, 2018	Feb 13, 2018	1	Firm change	RIA to RIA
CUSO FINANCIAL SERVICES, L.P.	LPL FINANCIAL LLC	May 12, 2017	Jul 10, 2017	59	Firm change	Other
KMS FINANCIAL SERVICES, INC	CUSO FINANCIAL SERVICES, L.P.	Jun 20, 2016	Sep 30, 2016	102	Firm change	Other
1ST GLOBAL ADVISORS INC	KMS FINANCIAL SERVICES, INC	Oct 1, 2015	Jan 27, 2016	118	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
155312:171481:OR:2026-07-20	Jul 20, 2026	Jul 17, 2026	PORTLAND, OR	Firm change

Relationships

Registered with (7)

→ IHT WEALTH MANAGEMENT LLCRegistered adviserregistration: current employment
Jul 17, 2026 to presentfactForm ADV
→ DESCHUTES INVESTMENT CONSULTING, LLCRegistered adviserregistration: previous registration
Mar 4, 2020 to Jul 20, 2026factForm ADV
→ CWM, LLCRegistered adviserregistration: previous registration
Feb 13, 2018 to Nov 21, 2019factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 10, 2017 to Feb 12, 2018factForm ADV
→ CUSO FINANCIAL SERVICES, L.P.Registered adviserregistration: previous registration
Sep 30, 2016 to May 12, 2017factForm ADV
→ KMS FINANCIAL SERVICES, INCRegistered adviserregistration: previous registration
Jan 27, 2016 to Jun 20, 2016factForm ADV
→ 1ST GLOBAL ADVISORS INCRegistered adviserregistration: previous registration
Oct 31, 2014 to Oct 1, 2015factForm ADV

Dated events

Occurred
Jul 20, 2026
Advisor changed firm
Philip Glenn Sherman left Deschutes Investment Consulting, Llc for Iht Wealth Management Llc (registered 2026-07-17)
Form ADVobserved 6 days ago