Iams Wealth Management, LLC
Iams Wealth Management, LLC (CRD# 286085) is a financial advisory firm headquartered in Omaha, NE. They manage $152,658,052 in 1,344 accounts and serve the financial needs of clients across 35 states (or territories).
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Total Assets Under Management153MILLION
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Total Number of Accounts1,344ACCOUNTS
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Average Account Value$113,585
- 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, MS, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
Stephen Clubb (CRD# 6162312) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 10 years of experience in the finance industry.
Tyler Cottle (CRD# 7142766) 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.
Laurel Drew (CRD# 7549768) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry.
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.
Tadeo Hubahib (CRD# 5915979) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Kevin Klickna (CRD# 5640324) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Rochester, IL and has over 4 years of experience in the finance industry.
Michael Moulthrop (CRD# 7359798) 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.
Jordan Paff (CRD# 7727085) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry.
Robert Ricci (CRD# 1068986) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 40 years of experience in the finance industry.
Tyler Woodbrey (CRD# 7708705) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Lindon, UT and has 1 year of experience in the finance industry.