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
Ashland, WI 54806
Credentials
CFP®, Series 63
Industry experience
39 years
Theodore Jones is a CFP® with 39 years of experience in the financial industry, currently affiliated with IHT Wealth Management LLC. His prior roles include positions at Ringenberg Financial Group and United Planners' Financial Services. Outside of financial advising, he is a shareholder in the Chequamegon Bay Golf Club and an LLC member of Delta Diner, LLC. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients, offering discretionary asset management, financial planning, and ERISA consulting. The firm combines fundamental stock selection with quantitative tools and diversified model portfolios, supported by a network of approximately 153 advisors.
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.
1000 Lake Shore Drive West
Ashland, WI 54806
Wisconsin
Fieldstone Forty LLC
2014 - Present (12 years)
Fieldstone Forty LLC
2014 - Present (12 years)
Theodore Jay Jones
2012 - Present (14 years)
United Planners' Financial Services
2012 - Present (14 years)
Ringenberg Financial Group
2012 - 2024 (12 years)
Delta Diner, LLC
2011 - Present (15 years)
Memorial Medical Center
2008 - 2020 (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
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.
Series 63, Series 66
Ashland, WI
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Series 63, Series 65
Ashland, WI
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Series 63, Series 65
Ashland, WI
Newedge Advisors
Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. Her career includes roles at Investment Centers of America and LPL Financial. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning. The firm employs a range of analytic approaches and periodic portfolio reviews, managing transaction costs and potential conflicts through oversight and disclosure.
CFP®, Series 63, Series 65
Ashland, WI
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John Fiorio is a CFP® professional with over 41 years of experience in the financial services industry. He currently serves as an advisor at NewEdge Advisors and has held prior roles at GWM Advisors, LLC (DBA: Fiorio Wealth Advisors), LPL Financial, LLC, and Investment Centers of America, Inc. Outside of his advisory work, he is a co-owner of Fiorio Investment Planning Services, Inc. NewEdge Advisors serves a diverse client base that includes individuals, trusts, estates, pension plans, corporations, charitable organizations, and insurance companies. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews and rebalancing.
CFP®, Series 63, Series 65
Ashland, WI
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Dane Gleeson is a CFP® professional with 10 years of experience in the financial advisory industry. He has worked at NewEdge Advisors since 2018 and has prior experience with LPL Financial and Investment Centers of America. Gleeson provides investment advisory services through NewEdge Advisors, an independent registered investment advisor. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing various analytic approaches and regular portfolio reviews.
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
Eric Neumann is a CFP® professional with 33 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has worked with GWM Advisors, LLC dba Fiorio Wealth Advisors since 2018 and has prior experience at LPL Financial and Investment Centers Of America, Inc. Since 1987, he has been co-owner and secretary of Fiorio Brothers Investments Inc. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing asset allocation across mutual funds, ETFs, and individual securities with regular portfolio reviews.
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