Curtis Cottle (CRD# 6119745) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Kentwood, MI and has over 10 years of experience in the finance industry.
CRD# 6504831
Cambridge Investment Research Advisors, Inc.
CRD# 4414566
J.p. Morgan Securities LLC
CRD# 4187403
Stewardship Advisory Group, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Iams Wealth Management, LLC | Elkhorn, NE | May 2018 - Current | 4 |
| Security Benefits Center, LLC | Kentwood, MI | Feb 2013 - Current | 10 |
| Gradient Securities, LLC | Arden Hills, MN | Mar 2015 - May 2018 | 3 |
| Compass Insurance Agency | Kentwood, MI | Jan 2016 - Apr 2017 | 1 |
| Gradient Advisors, LLC | Shoreview, MN | Sep 2012 - Mar 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Aug 2012 |
- IN
- MI
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Total Assets Under Management123MILLIONS
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Total Number of Accounts1,202ACCOUNTS
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Average Account Value$102,001
- 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, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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