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Aaron Windhorst

9 Years of Experience
Manhattan, KS
BrokerSells Insurance

Aaron Windhorst is a registered investment advisor at Iht Wealth Management LLC, based in Manhattan, KS, with 9 years of industry experience. Aaron is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Charitable Giving, Education Planning, Estate Planning, and 6 more. Their firm serves 25,536 clients with $9.8B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
160 advisors
Number of Clients
25,536 clients
Average Client Portfolio
$384K average
Assets Under Management
$9.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

IHT Wealth Management may charge an annual fee of up to 2% of assets under management. Fees are individually negotiated with each client, and smaller accounts may be subject to higher fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1213 Hylton Heights Road Suite 109, Manhattan, KS, 66502

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Aaron is involved in several investment-related activities, including V Wealth Management, V Wealth Advisors LLC, WCG Wealth Advisors LLC, and Konza Wealth Advisors, dedicating a significant amount of time to these endeavors. Aaron also works as an insurance advisor for Stewart Financial, LLC, focusing on non-variable insurance, which takes about 10-20% of his time.

Employment History
Current Registrations
Iht Wealth Management LLC
October 2024 - Present · 2 yrs
LPL Financial LLCBroker
July 2021 - Present · 5 yrs 3 mos
Previous Registrations
The Wealth Consulting Group
July 2023 - October 2024 · 1 yr 3 mos
V Wealth Advisors LLC
October 2020 - December 2023 · 3 yrs 2 mos
Stewart Advisory Services, LLC
June 2017 - July 2023 · 6 yrs 1 mo
State Registrations12 states
COFLGAILKSMONDNVOHPAVAWV
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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