Land O Lakes, FL Office

Team
Updated today

Client AUM

$7,078,951,575

Clients

25,096

Advisors

2

Of 160 advisors across 65 offices

Location

20719 Sterlington Dr.

Land O Lakes FL 34638

Advisors at this office

2

Advisors at this office

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John S

Series 66

Land O Lakes, FL

IHT Wealth Management LLC

John Sullivan IV is a financial advisor with IHT Wealth Management LLC, holding a Series 66 designation and 25 years of industry experience. He has worked with IHT Wealth Management since 2018 and previously with Independent Financial Partners and LPL Financial. Sullivan also sells non-variable insurance through various carriers. IHT Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach combining fundamental stock selection with quantitative tools and offers 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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Michael M

CFP®, Series 63

Land O'Lakes, FL

IHT Wealth Management LLC

Michael Mccord is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with IHT Wealth Management LLC and has prior experience at LPL Financial, LLC, and Independent Financial Partners. IHT Wealth Management serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, trusts, and corporate clients. The firm employs a blended investment approach using fundamental stock selection alongside quantitative tools and diversified model portfolios, and it offers a range of advisory and fiduciary services through a network of over 150 advisors.

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