Andrew Tipton, financial advisor El Dorado KS

Andrew Tipton

CRD Number: 6802123
Current Firm: Iht Wealth Management LLC

Andrew Tipton (CRD# 6802123) is an Investment Advisor Representative working at Iht Wealth Management LLC in El Dorado, KS and has over 3 years of experience in the finance industry. Andrew Tipton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Lpl Financial, LLC El Dorado, KS Apr 2020 - Current 4
Iht Wealth Management LLC El Dorado, KS Apr 2020 - Current 4
Wichita State University Wichita, KS Mar 2020 - Apr 2020 < 1
The Slope Wichita, KS Dec 2019 - Mar 2020 < 1
Goodwill Of Kansas Wichita, KS Nov 2019 - Nov 2019 < 1
Wichita State University Wichita, KS Aug 2019 - Nov 2019 < 1
Grounds Guys Of East Wichita El Dorado, KS May 2019 - Aug 2019 < 1
University Of Kansas - Robinson Center Lawrence, KS Sep 2018 - May 2019 < 1
Hyvee Lawrence, KS Aug 2018 - Aug 2018 < 1
City Of El Dorado El Dorado, KS May 2018 - Aug 2018 < 1
El Dorado High School El Dorado, KS Aug 2017 - May 2018 < 1
Lpl Financial - Sww Advisors El Dorado, KS Jun 2017 - Aug 2017 < 1
City Of El Dorado El Dorado, KS May 2017 - Aug 2017 < 1
El Dorado High School El Dorado, KS Mar 2017 - May 2017 < 1
Greater Wichita Ymca - El Dorado Branch El Dorado, KS Aug 2016 - Mar 2017 < 1
City Of El Dorado El Dorado, KS May 2016 - Aug 2016 < 1
El Dorado High School El Dorado, KS Jun 2015 - May 2016 < 1
Glass & Upholstery Inc. El Dorado, KS Sep 2014 - Jun 2015 < 1
Usd 490 El Dorado, KS Nov 2010 - Sep 2014 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2021
Contact Info for Andrew T. Tipton
Phone Number: 855-295-2828
Registered State(s):
  • KS
By the Numbers
  • Total Assets Under Management
    4,820
    MILLIONS
  • Total Number of Accounts
    20,120
    ACCOUNTS
  • Average Account Value
    $239,586
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AR, AZ, CA, CO, CT, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

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