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 41 - 50 of 50 top financial advisors.
41
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 9 years of experience in the finance industry.

42
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 3 years of experience in the finance industry.

43
Laurel Drew, financial advisor Omaha NE
Laurel A. Drew
CRD#: 7549768
14507 California Street, Omaha, NE 68154

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.

44
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 25 years of experience in the finance industry.

45
Tadeo Hubahib, financial advisor Omaha NE
Tadeo E. Hubahib
CRD#: 5915979
14507 California Street, Omaha, NE 68154

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.

46
Kevin Klickna, financial advisor Rochester IL
Kevin D. Klickna
CRD#: 5640324
Rochester, IL

Kevin Klickna (CRD# 5640324) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Rochester, IL and has over 3 years of experience in the finance industry.

47
Michael Moulthrop, financial advisor Omaha NE
Michael Moulthrop
CRD#: 7359798
14507 California Street, Omaha, NE 68154

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.

48
Robert Ricci, financial advisor Omaha NE
Robert J. Ricci
CRD#: 1068986
14507 California Street, Omaha, NE 68154

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.

49
Tyler Woodbrey, financial advisor Lindon UT
Tyler C. Woodbrey
CRD#: 7708705
387 W 600 N, Lindon, UT 84042

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.

50
Derek Woods, financial advisor Omaha NE
Derek Woods
CRD#: 7325729
14507 California Street, Omaha, NE 68154

Derek Woods (CRD# 7325729) 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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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.

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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