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).

Current Firm Details
14507 California Street, Omaha, NE 68154
http://iamswm.com
By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • Total Number of Accounts
    1,652
    ACCOUNTS
  • Average Account Value
    $129,079
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
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, MS, NC, NE, NH, NJ, NV, OH, OK, OR, PA, RI, 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
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 30 years of experience in the finance industry.

32
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 23 years of experience in the finance industry.

33
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 over 2 years of experience in the finance industry.

34
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 6 years of experience in the finance industry.

35
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 37 years of experience in the finance industry.

36
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 3 years of experience in the finance industry.

37
Joseph Carter, financial advisor Greer SC
Joseph Carter
CRD#: 7822884
Greer, SC

Joseph Carter (CRD# 7822884) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Greer, SC and has 1 year of experience in the finance industry.

38
Stephen Clubb, financial advisor Omaha NE
Stephen C. Clubb
CRD#: 6162312
14507 California Street, Omaha, NE 68154

Stephen Clubb (CRD# 6162312) 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.

39
Tyler Cottle, financial advisor Omaha NE
Tyler Cottle
CRD#: 7142766
14507 California Street, Omaha, NE 68154

Tyler Cottle (CRD# 7142766) 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.

40
Philip Eickhoff, financial advisor Delafield WI
Philip J. Eickhoff
CRD#: 2849863
3215 Golf Road, Suite 174, Delafield, WI 53018

Philip Eickhoff (CRD# 2849863) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Delafield, WI and has over 26 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

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.

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