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Erica Tipton

Advisor at IHT Wealth Management LLC

Updated today

Location

El Dorad, KS 67042

Credentials

Series 66

Industry experience

< 1 year

About

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.

Client services

Based on IHT Wealth Management LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on IHT Wealth Management LLC

Concentrated stock management Options & derivatives strategies Tax-loss harvesting

Occupation focus

Based on IHT Wealth Management LLC

Founder/Business Owner

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Fee options

Fixed

Financial planning fixed fees available, negotiated per client.

Commissions

Advisory professionals may receive commissions for sale of mutual funds, securities, insurance products.

Project-based

Financial planning hourly fees range from $250 to $600 depending on complexity.

Other

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.

Location

101 N Main St

El Dorad, KS 67042

Most active in

Kansas

Work history

LPL Financial

2024 - Present (2 years)

W Investments

2024 - Present (2 years)

INTRUST Bank, N.A.

2022 - 2024 (2 years)

YMCA of the Rockies

2022 - 2022 (1 year)

INTRUST Bank, N.A.

2021 - 2022 (1 year)

Red Robin Restaurant Company

2021 - 2021 (1 year)

Wichita State University

2020 - 2024 (4 years)

Ice Caps Shave Ice

2018 - 2020 (2 years)

El Dorado Public Schools USD 490

2007 - 2020 (13 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Ryan W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

Ryan Weyrauch is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has previously worked at Nationwide Investment Services Corporation and LPL Financial. Outside of his advisory role, he is involved with Briny Deep Diving, LLC, where he serves as a dive master providing scuba instruction. IHT Wealth Management serves a diverse client base including individuals, pension plans, charitable organizations, trusts, and corporations. The firm employs a blend of fundamental stock selection and quantitative tools to manage diversified portfolios and offers a range of services such as discretionary asset management, financial planning, and ERISA fiduciary consulting.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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David W

Series 63, Series 65

El Dorado, KS

IHT Wealth Management LLC

David Wernli is a financial advisor with IHT Wealth Management LLC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at IHT Wealth Management since 2017 and previously at nVision Wealth Group and LPL Financial. Outside of advisory work, he is a partner in WOW Human Resource Management LLC, a business unrelated to investment advisory services. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection, quantitative tools, diversified model portfolios, and option strategies, while offering discretionary asset management, financial planning, and ERISA fiduciary services through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Mike S

Series 63

El Dorado, KS

IHT Wealth Management LLC

Mike Spencer is a financial advisor with IHT Wealth Management LLC in El Dorado, Kansas. He holds a Series 63 designation and has 34 years of industry experience. His prior work includes roles at nVision Wealth Group, LLC and LPL Financial, LLC. 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 to manage diversified model portfolios, offering discretionary asset management, financial planning, and ERISA consulting through a network of approximately 153 advisors.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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James S

Series 66

El Dorado, KS

IHT Wealth Management LLC

James Sexton is a financial advisor with LPL Financial in El Dorado, Kansas, holding a Series 66 designation and 16 years of industry experience. He has worked at LPL Financial since 2010 and previously was with nVision Wealth Group, LLC. Sexton also operates IHT Wealth Management LLC, an independent registered investment advisory firm. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory delivery options supported by in-house research and combines large-scale advisory capabilities with non-advisory product offerings.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Chandler K

Series 66

El Dorado, KS

IHT Wealth Management LLC

Chandler Kirkhart is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and four years of industry experience. He previously worked at LPL Financial, LLC and has a background with Seward County Community College. Kirkhart serves as a board member of the Butler Community College Foundation. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm combines fundamental stock selection with quantitative tools, utilizing diversified model portfolios and option strategies, and offers discretionary asset management alongside ERISA fiduciary services.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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Andrew T

CFP®, Series 66

El Dorado, KS

IHT Wealth Management LLC

Andrew Tipton is a CFP® professional affiliated with LPL Financial in El Dorado, KS, with five years of industry experience. He also provides investment advisory services and administrative support through IHT Wealth Management LLC, an independent registered investment advisor. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and a broad network of investment adviser representatives.

Concentrated stock management Options & derivatives strategies Tax-loss harvesting Founder/Business Owner
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