Iams Wealth Management, LLC
Iams Wealth Management, LLC (CRD# 286085) is a financial advisory firm headquartered in Omaha, NE. They manage $213,238,892 in 1,652 accounts and serve the financial needs of clients across 37 states (or territories).
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Total Assets Under Management213MILLION
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Total Number of Accounts1,652ACCOUNTS
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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)
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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
Kristi Bartholomew (CRD# 6995987) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 6 years of experience in the finance industry.
Gregory Boles (CRD# 4488403) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Red Bank, NJ and has over 7 years of experience in the finance industry.
Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 19 years of experience in the finance industry.
William Campbell (CRD# 5406149) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Bedford, TX and has over 16 years of experience in the finance industry.
Jack Carini (CRD# 2279078) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 29 years of experience in the finance industry.
Nicholas Carini (CRD# 5973061) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 9 years of experience in the finance industry.
Herbert Catledge (CRD# 4747878) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Maryville, TN and has over 18 years of experience in the finance industry.
Adam Clements (CRD# 6521800) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Simpsonville, SC and has over 9 years of experience in the finance industry.
Curtis Cottle (CRD# 6119745) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 11 years of experience in the finance industry.
Timothy Demay (CRD# 5025712) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Fowler, OH and has over 18 years of experience in the finance industry.