IHT Wealth Management
Dave Bakker is a Senior Wealth Advisor at IHT Wealth Management, a position held since January 2023, located in Minnetonka, MN. Prior to this role, Dave Bakker accumulated extensive experience in the financial sector, serving as a Financial Advisor at Wells Fargo Advisors from February 2012 to January 2023 and as a Private Banker at Wells Fargo Bank, N.A. from August 2004 to February 2012. Dave Bakker is an alumnus of Saint John's University, where studies took place from 1996 to 2000. Securities are offered through LPL Financial, a member of FINRA/SIPC.
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IHT Wealth Management
As a national wealth management firm, IHT Wealth Management bridges the experience that our clients seek with the future they desire. Based in Chicago, Illinois, IHT Wealth Management supports a team of 141 financial advisors with nationwide reach. In fact, our presence extends throughout 65 offices in 15 states. Overall, our approach concentrates on providing the highest level of individualized client service and focuses on offering financial solutions that address the risk tolerance, time horizon, liquidity needs and overall investment goals for individuals and families. Our range of financial services include: • Financial Planning • Retirement Analysis • Investment Advice and Portfolio Management • Charitable Giving • ESG Investing • Insurance and Risk Management • Multi-Generational Family Planning • Legacy, Wills, Trusts, and Estates • Private Equity and Alternative Investments • Tax Aware Investing To create a financial plan for 2023, please contact IHT Wealth Management at https://www.ihtwealthmanagement.com/contact/. For financial advisors interested in joining our team, IHT Wealth Management is an independent hybrid-RIA. Because of this, our firm provides access to multiple custodians and broker-dealers. Notably, IHT Wealth Advisors fully own their practices and have the freedom to best serve their clients. Not only do IHT Wealth Advisors gain access to managed portfolios with customized, turnkey modeling, our firm supplies a fully staffed in-house transition team. With full compliance and regulatory oversight, IHT Wealth Advisors can focus on their practice while our staff delivers on the technology, marketing and administrative aspects. Securities and advisory services offered through LPL Financial, a registered investment advisor. Member FINRA/SIPC (finra.org sipc.org). Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.