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
CFP®, Series 63
Experience Industry experience
40 years
Location
Ashland, WI 54806
IHT Wealth Management LLC
Multi-team
Theodore Jones is a CFP® credentialed financial advisor with 40 years of industry experience. He is affiliated with IHT Wealth Management LLC and has held roles at Fieldstone Forty LLC, United Planners' Financial Services, and Ringenberg Financial Group. Outside of his advisory work, he is involved as a shareholder in the Chequamegon Bay Golf Club and is a member of Delta Diner LLC. IHT Wealth Management serves individual, corporate, and institutional clients with services including discretionary asset management, financial planning, ERISA plan consulting, and outsourced CIO arrangements. The firm’s investment approach incorporates fundamental value screening, quantitative optimization, and periodic rebalancing, utilizing proprietary models, third-party managers, and discretionary mandates.
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.
Ashland, WI
1000 Lake Shore Drive West
Ashland WI 54806
Advisors at this office
1
Wisconsin
40 years of industry experience
Fieldstone Forty LLC
2014 - Present • 12 years
Mason, WI
Fieldstone Forty LLC
2014 - Present • 12 years
Mason, WI
Theodore Jay Jones
2012 - Present • 14 years
Ashland, WI
United Planners' Financial Services
2012 - Present • 14 years
Scottsdale, AZ
Ringenberg Financial Group
2012 - 2024 • 12 years
Ashland, WI
Delta Diner, LLC
2011 - Present • 15 years
Mason, WI
Memorial Medical Center
2008 - 2020 • 12 years
Ashland, WI
Edward Jones
1998 - 2012 • 14 years
Ashland, WI
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 65
Ashland, WI
Newedge Advisors
Reid Fiorio is a financial advisor with NewEdge Advisors and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at LPL Financial, Principal Securities, and GWM Advisors. Fiorio operates a wealth advisory business through NewEdge Advisors, providing investment advisory services in Ashland, WI. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.
Series 63, Series 65
Ashland, WI
Newedge Advisors
Kristie Voldberg is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding Series 63 and Series 65 credentials and over 15 years of industry experience. Her prior work includes roles at LPL Financial and Investment Centers of America. She manages investment advisory services through NewEdge Advisors and LPL Financial-related entities. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a wide range of portfolio management and consulting services, utilizing multiple program structures and technology tools to support advisors and clients.
Series 63, Series 66
Ashland, WI
Farther
David Pagels is a financial advisor at Farther with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Commonwealth Financial Network and Thrivent Financial. Outside of his advisory work, he is a co-owner of B1B Pinball, LLC, which operates and maintains pinball machines. Farther serves individual investors, trusts, and estates through a technology-driven advisory platform and direct meetings. The firm employs a Modern Portfolio Theory-based investment approach, utilizing bespoke and algorithmic model portfolios with automatic rebalancing, primarily allocating among ETFs, mutual funds, equities, and fixed income.
Series 63, Series 65
Ashland, WI
Newedge Advisors
John Fiorio is a financial advisor with NewEdge Advisors in Ashland, WI, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes long tenures at Investment Centers of America, Inc. and LPL Financial, LLC. He is co-owner of Fiorio Investment Planning Services, Inc., a business entity formed for tax and investment purposes. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisors. The firm offers a broad range of portfolio management and consulting services, combining in-house manager selection with third-party models and advisor discretion, supported by centralized due diligence and technology tools.
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
Dane Gleeson is a CFP® professional with 10 years of industry experience, currently serving as an advisor at NewEdge Advisors. He has previously worked with LPL Financial and Investment Centers of America. Dane is based in Ashland, WI. NewEdge Advisors is an enterprise-scale registered investment adviser that serves individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a broad range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support client and advisor needs.
CFP®, Series 63, Series 65
Ashland, WI
Newedge Advisors
Eric Neumann is a financial advisor with NewEdge Advisors in Ashland, Wisconsin, holding the CFP® designation and Series 63 and 65 licenses. He has 34 years of industry experience, including 25 years with Investment Centers Of America, Inc., and more recent roles with LPL Financial and GWM Advisors, LLC dba Fiorio Wealth Advisors. Outside of his advisory work, he is co-owner and secretary of Fiorio Brothers Investments Inc. NewEdge Advisors is an enterprise-scale registered investment adviser serving individual and institutional clients through a broad range of portfolio management, financial planning, and consulting services. The firm offers diverse program structures combining in-house manager selection with third-party models and uses technology tools such as held-away account platforms and algorithmic portfolios to support advisor and client needs.
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