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).
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Total Assets Under Management213MILLION
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Total Number of Accounts1,652ACCOUNTS
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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
Kristi Bartholomew (CRD# 6995987) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 5 years of experience in the finance industry.
Gregory Boles (CRD# 4488403) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Red Bank, NJ and has over 6 years of experience in the finance industry.
Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 18 years of experience in the finance industry.
William Campbell (CRD# 5406149) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Bedford, TX and has over 16 years of experience in the finance industry.
Jack Carini (CRD# 2279078) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 29 years of experience in the finance industry.
Nicholas Carini (CRD# 5973061) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 9 years of experience in the finance industry.
Herbert Catledge (CRD# 4747878) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Maryville, TN and has over 18 years of experience in the finance industry.
Adam Clements (CRD# 6521800) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Simpsonville, SC and has over 8 years of experience in the finance industry.
Curtis Cottle (CRD# 6119745) 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.
Timothy Demay (CRD# 5025712) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Fowler, OH and has over 18 years of experience in the finance industry.