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).

Current Firm Details
14507 California Street, Omaha, NE 68154
https://www.youtube.com/channel/ucecmtz_ryews_--vzzgpxsa
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, UT, VA, VT, WA, WI, WY

Financial Advisors at Iams Wealth Management, LLC
Showing 31 - 40 of 50 top financial advisors.
31
Ian Turner, financial advisor Lake Saint Louis MO
Ian C. Turner
CRD#: 4174565
1000 Edgewater Pointe, Suite 306, Lake Saint Louis, MO 63367

Ian Turner (CRD# 4174565) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Lake Saint Louis, MO and has over 22 years of experience in the finance industry.

32
James Veal, financial advisor Philadelphia PA
James R. Veal
CRD#: 2322562
1515 Market St., Suite 1200, Philadelphia, PA 19102

James Veal (CRD# 2322562) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Philadelphia, PA and has over 29 years of experience in the finance industry.

33
David Voydik, financial advisor Beaverton OR
David B. Voydik
CRD#: 2301386
Beaverton, OR

David Voydik (CRD# 2301386) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Beaverton, OR and has over 30 years of experience in the finance industry.

34
Scott Walker, financial advisor Wichita KS
Scott D. Walker
CRD#: 4164455
445 N Waco St, Suite D, Wichita, KS 67202

Scott Walker (CRD# 4164455) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Wichita, KS and has over 22 years of experience in the finance industry.

35
Jason Arredondo, financial advisor San Antonio TX
Jason Arredondo
CRD#: 7411275
4243 E. Piedras Drive, 275, San Antonio, TX 78228

Jason Arredondo (CRD# 7411275) is an Investment Advisor Representative working at Iams Wealth Management, LLC in San Antonio, TX and has 1 year of experience in the finance industry.

36
Michael Audi, financial advisor Omaha NE
Michael L. Audi
CRD#: 6941055
14507 California Street, Omaha, NE 68154

Michael Audi (CRD# 6941055) 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.

37
Christopher Banks, financial advisor Charlotte NC
Christopher L. Banks
CRD#: 5386885
101 N. Tryon St., 6th Floor, Charlotte, NC 28246

Christopher Banks (CRD# 5386885) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Charlotte, NC and has over 15 years of experience in the finance industry.

38
James Baumann, financial advisor Omaha NE
James H. Baumann
CRD#: 1638218
14507 California Street, Omaha, NE 68154

James Baumann (CRD# 1638218) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 35 years of experience in the finance industry. James Baumann 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.

39
Heidi Behnke, financial advisor Boardman OH
Heidi A. Behnke
CRD#: 2334871
7631 South Ave. Suite E, Boardman, OH 44512

Heidi Behnke (CRD# 2334871) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Boardman, OH and has 1 year of experience in the finance industry.

40
Wendell Bennett, financial advisor Omaha NE
Wendell Bennett
CRD#: 7267012
14507 California Street, Omaha, NE 68154

Wendell Bennett (CRD# 7267012) 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.

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Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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