Minnetonka, MN Office

Timothy Pitera is a financial advisor at IHT Wealth Management LLC with 37 years of industry experience. He has worked at LPL Financial, Wells Fargo Clearing, and Wells Fargo Advisors LLC. IHT Wealth Management serves individuals, corporate and institutional clients, and retirement plan sponsors by providing discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO services. The firm uses a combination of fundamental value screening, quantitative optimization, and other strategies, delivering advice through a network of investment adviser representatives who tailor portfolios to clients’ objectives and risk tolerances.

David Bakker is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 23 years of industry experience. His career includes roles at Wells Fargo Advisors LLC and LPL Financial. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blend of fundamental stock selection and quantitative tools in diversified model portfolios, offering discretionary asset management, financial planning, ERISA consulting, and access to third-party managers through a network of approximately 153 advisors.