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 34 states (or territories).
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Total Assets Under Management123MILLION
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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
Charles Heuring (CRD# 6735080) 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.
Patrick Kaiser (CRD# 1364432) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Orland Park, IL and has over 30 years of experience in the finance industry.
Matthew Latta (CRD# 7041741) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 4 years of experience in the finance industry.
Carl Nutt (CRD# 4229411) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Winston Salem, NC and has over 22 years of experience in the finance industry.
Brenda Oldham (CRD# 4092970) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Highland, MI and has over 19 years of experience in the finance industry.
James Rawls (CRD# 1447421) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Valley Mills, TX and has over 37 years of experience in the finance industry.
Zachary Reeg (CRD# 6812092) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 3 years of experience in the finance industry. Zachary Reeg 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.
Timothy Romero (CRD# 6814538) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Port Arthur, TX and has over 5 years of experience in the finance industry.
Paul Sipala (CRD# 1376708) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Aiken, SC and has over 25 years of experience in the finance industry.
Duncan Smith (CRD# 4284955) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 13 years of experience in the finance industry.