Laurel Drew (CRD# 7549768) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 3017989
Ubs Financial Services Inc.
CRD# 5297231
Charles Schwab & Company, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Drew Financial Services LLC | Hamilton, MI | May 2022 - Current | 1 |
| Iams Wealth Management | Omaha, NE | May 2022 - Current | 1 |
| Dave Garrett Financial | Hastings, MI | Oct 2020 - Current | 2 |
| Unemployed | Hamilton, MI | Jul 2019 - Sep 2020 | 1 |
| Bank Plus | Estherville, IA | Aug 2014 - Jun 2019 | 4 |
| Unemployed | Estherville, IA | Oct 2013 - Jul 2014 | < 1 |
| Kalamazoo Gospel Ministries | Kalamazoo, MI | Sep 2006 - Sep 2013 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2022 |
- MI
-
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)
- 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, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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