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).
-
Total Assets Under Management213MILLION
-
Total Number of Accounts1,652ACCOUNTS
-
Average Account Value$129,079
- 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, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY
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.
Scott Walker (CRD# 4164455) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Wichita, KS and has over 24 years of experience in the finance industry.
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.
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.
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.
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.
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.
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.
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.
Philip Eickhoff (CRD# 2849863) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 26 years of experience in the finance industry.