Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Preston? Claim Your ProfilePreston Lynn Klick is a financial advisor with over 20 years of experience in the industry. Preston currently works with IHT Wealth Management LLC, providing financial planning and investment advisory services to clients. Preston has a wide range of experience, having previously worked with Edward Jones and A.G. Edwards & Sons, Inc. Preston is registered with the Financial Industry Regulatory Authority (FINRA) as a Registered Representative and is also a licensed Investment Advisor Representative (IAR). Preston is committed to providing clients with personalized financial advice and guidance to help them achieve their financial goals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Financial planning fees
1
2
KS
10/02/2024 - Present
IHT Wealth Management LLC (Manhattan KS)
KS
08/06/2001 - 05/29/2012
EDWARD JONES (MANHATTAN KS)
MO
10/05/2000 - 06/06/2001
A. G. EDWARDS & SONS, INC. (ST. LOUIS MO)
BOTH
Issued 11/02/2000
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 10/04/2000
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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