Derek WoodsCRD Number: 7325729
Current Firm: Iams Wealth Management, LLC
Derek Woods (CRD# 7325729) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 2 years of experience in the finance industry.
Ubs Financial Services Inc.
Charles Schwab & Company, Inc.
|Iams Wealth Management||Elkhorn, NE||Jan 2021 - Current||2|
|Independent Insurance Agent||Mansfield, OH||Mar 2020 - Current||3|
|Secure Retirement Solutions||Lexington, OH||Jun 2007 - Mar 2020||12|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Dec 2020|
Total Assets Under Management153MILLIONS
Total Number of Accounts1,344ACCOUNTS
Average Account Value$113,585
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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