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 41 - 50 of 50 top financial advisors.
41
Tanner German, financial advisor Omaha NE
Tanner German
CRD#: 7508538
14507 California Street, Omaha, NE 68154

Tanner German (CRD# 7508538) 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.

42
Ian Grohman, financial advisor Omaha NE
Ian J. Grohman
CRD#: 7885305
14507 California Street, Omaha, NE 68154

Ian Grohman (CRD# 7885305) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has 1 year of experience in the finance industry.

43
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 over 2 years of experience in the finance industry.

44
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 5 years of experience in the finance industry.

45
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 3 years of experience in the finance industry.

46
Sean Nouveau, financial advisor Austin TX
Sean A. Nouveau
CRD#: 5523652
Austin, TX

Sean Nouveau (CRD# 5523652) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Austin, TX and has 1 year of experience in the finance industry.

47
Jordan Paff, financial advisor Dallas TX
Jordan Paff
CRD#: 7727085
3225 Turtle Creek Blvd., Suite 1648, Dallas, TX 75219

Jordan Paff (CRD# 7727085) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Dallas, TX and has 1 year of experience in the finance industry.

48
Robert Ricci, financial advisor Marlton NJ
Robert J. Ricci
CRD#: 1068986
1 Eves Drive, Marlton, NJ 08053

Robert Ricci (CRD# 1068986) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Marlton, NJ and has over 41 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 Mansfield OH
Derek Woods
CRD#: 7325729
Mansfield, OH

Derek Woods (CRD# 7325729) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Mansfield, OH and has over 3 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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