Iams Wealth Management, LLC

Iams Wealth Management, LLC (CRD# 286085) is a financial advisory firm headquartered in Omaha, NE. They manage $122,605,609 in 1,202 accounts and serve the financial needs of clients across 33 states (or territories).

By the Numbers
  • Total Assets Under Management
    123
    MILLION
  • Total Number of Accounts
    1,202
    ACCOUNTS
  • Average Account Value
    $102,001
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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, VA, VT, WA, WI, WY

Financial Advisors at Iams Wealth Management, LLC
Showing 1 - 10 of 53 top financial advisors.
1
James F. Barkley
CRD#: 3225955
14507 California Street, Omaha, NE 68154

James Barkley (CRD# 3225955) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 23 years of experience in the finance industry.

2
Gregory C. Boles
CRD#: 4488403
331 Newman Springs Road, 4th Floor Suite 143, Red Bank, NJ 07701

Gregory Boles (CRD# 4488403) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Red Bank, NJ and has over 5 years of experience in the finance industry.

3
Philip J. Bongiorno
CRD#: 1094196
Stowe, VT

Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 17 years of experience in the finance industry.

4
William B. Campbell
CRD#: 5406149
1901 Central Drive, Suite 800, Bedford, TX 76021

William Campbell (CRD# 5406149) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Bedford, TX and has over 15 years of experience in the finance industry.

5
Jack C. Carini
CRD#: 2279078
901 Route 168 Suite 208, Turnersville, NJ 08012

Jack Carini (CRD# 2279078) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 27 years of experience in the finance industry.

6
Nicholas J. Carini
CRD#: 5973061
901 Route 168, Suite 208, Turnersville, NJ 08012

Nicholas Carini (CRD# 5973061) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 7 years of experience in the finance industry.

7
Herbert K. Catledge
CRD#: 4747878
200 E. Broadway Ave., Suite 412, Maryville, TN 37804

Herbert Catledge (CRD# 4747878) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Maryville, TN and has over 17 years of experience in the finance industry.

8
Adam B. Clements
CRD#: 6521800
Simpsonville, SC

Adam Clements (CRD# 6521800) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Simpsonville, SC and has over 7 years of experience in the finance industry. Adam Clements has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Curtis T. Cottle
CRD#: 6119745
2350 32nd St Se, Suite 100, Kentwood, MI 49508

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.

10
Timothy W. Demay
CRD#: 5025712
Fowler, OH

Timothy Demay (CRD# 5025712) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Fowler, OH and has over 17 years of experience in the finance industry.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.