Advisor at IHT Wealth Management LLC
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.
Firm
IHT Wealth Management LLC
Location
St Croix, MN
Credentials
Series 63, Series 65
Industry experience
20 years
Financial planning may be charged on a negotiated fixed fee basis; flat fees for ERISA consulting services also applicable.
Advisory professionals, in their capacity as broker-dealer registered representatives, may receive sales, service or administrative fees for mutual funds and commission-based compensation for sales of securities and insurance products.
Financial planning fees range from $250 to $600 per hour depending on complexity.
Account minimum: $5,000 minimum to enroll in the LPL Financial–sponsored Guided Wealth Portfolios (GWP) Managed Service; no minimum otherwise
IHT Wealth Managemetn
2023 - Present (3 years)
Private Advisor Group, Llc
2012 - 2023 (11 years)
LPL Financial, LLC
2012 - Present (14 years)
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
Milltown, WI
Merrill
Daniel Creek is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill in 2000 after transitioning from an engineering career that began with his graduation from the University of Wisconsin-Platteville in 1987 with a Bachelor of Science in Mechanical Engineering. Daniel has more than two decades of experience in financial services, focusing on creating strategies tailored to high-net-worth individuals, families, and businesses to meet their financial goals, including retirement and estate planning. Daniel holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He provides consultative and objective wealth management services and is qualified to recommend investment strategies involving Merrill and approved third-party managers. Daniel is also actively involved in his community as a member of St. Mary’s Church and the Burlington Kiwanis Club. He lives in Burlington with his wife and has two grown daughters. Outside of his professional role, Daniel enjoys fishing, traveling, and spending time with his family.
Series 63, Series 65
St. Croix Falls, WI
Raymond James Financial
Series 66
Turtle Lake, WI
OSAIC
Series 66
Luck, WI
Thrivent Investment Management
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