Preston Klick
Advisor at IHT Wealth Management LLC
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.
Advisor at IHT Wealth Management LLC
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.
Location
Manhattan, KS 66502
Credentials
Series 66
Industry experience
25 years
Preston Klick is a financial advisor with IHT Wealth Management LLC, holding a Series 66 credential and bringing 25 years of industry experience. His career includes roles at LPL Financial, V Wealth Management, and WCG Wealth Advisors. Outside of advisory work, Klick is a Notary Public. IHT Wealth Management serves a diverse client base including individuals, pension plans, and charitable organizations, offering services such as discretionary asset management and ERISA plan consulting. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and diversified portfolios, alongside proprietary programs and algorithmic options through LPL’s Guided Wealth Portfolios.
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.
1213 Hylton Heights Road Suite 109
Manhattan, KS 66502
Kansas
IHT Wealth Management
2024 - Present (2 years)
WCG Wealth Advisors, LLC
2023 - Present (3 years)
V Wealth Management, LLC
2013 - 2023 (10 years)
LPL Financial, llc
2012 - Present (14 years)
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Real estate agent
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Other specialized services
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