Erica Martee Tipton
Advisor at IHT Wealth Management LLC — El Dorad, KS
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
1 year
Location
El Dorad, KS 67042
IHT Wealth Management LLC
Multi-team
Erica Tipton is a financial advisor at IHT Wealth Management LLC with a Series 66 designation. She has experience working at LPL Financial, W Investments, and INTRUST Bank, N.A., and she provides administrative support to IHT Wealth Management. Prior to her financial services roles, she worked in education and retail, including positions at Wichita State University and Red Robin Restaurant Company. IHT Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative and optimization tools, offering diversified model portfolios and an advisor-enhanced algorithmic investment option, supported by a network of approximately 153 investment adviser representatives.
Based on IHT Wealth Management LLC
Based on IHT Wealth Management LLC
Financial planning fixed fees available, negotiated per client.
Advisory professionals may receive commissions for sale of mutual funds, securities, insurance products.
Financial planning hourly fees range from $250 to $600 depending on complexity.
Account minimum: $5,000 Fee-only: Annual fee up to 2% of assets under management, negotiated individually; financial planning fees $250-$600 per hour or fixed fee basis.
El Dorad, KS
101 N Main St
El Dorad KS 67042
Advisors at this office
7
Kansas
1 year of industry experience
LPL Financial
2024 - Present • 2 years
Dorado, KS
W Investments
2024 - Present • 2 years
El Dorado, KS
INTRUST Bank, N.A.
2022 - 2024 • 2 years
Wichita, KS
YMCA of the Rockies
2022 - 2022 • 1 year
Granby, CO
INTRUST Bank, N.A.
2021 - 2022 • 1 year
El Dorado, KS
Red Robin Restaurant Company
2021 - 2021 • 1 year
Wichita, KS
Wichita State University
2020 - 2024 • 4 years
Wichita, KS
Ice Caps Shave Ice
2018 - 2020 • 2 years
Wichita, KS
El Dorado Public Schools USD 490
2007 - 2020 • 13 years
El Dorado, KS
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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