Ian Grohman (CRD# 7885305) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Grand Rapids, MI and has 1 year of experience in the finance industry.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Trust Advisors
CRD# 2030049
Stewardship Trust Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iams Wealth Management | Omaha, NE | Mar 2024 - Current | < 1 |
| Security Benefits Center | Grand Rapids, MI | Feb 2019 - Current | 5 |
| The Winchester On Wealthy St | Grand Rapids, MI | Feb 2015 - Feb 2019 | 4 |
| Patterson Ice Center | Grand Rapids, MI | Jun 2014 - Jun 2016 | 2 |
| Outback Steakhouse | Kentwood, MI | Jan 2013 - Feb 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 2024 |
- MI
-
Total Assets Under Management213MILLIONS
-
Total Number of Accounts1,652ACCOUNTS
-
Average Account Value$129,079
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- 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)
AL, AZ, CA, CO, CT, DE, FL, GA, IA, IL, IN, KS, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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