Tevin Gamble (CRD# 6637069) 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.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gamble Wealth Management | Beloit, WI | Jan 2023 - Current | 1 |
| Iams Wealth Management | Elkhorn, NE | Oct 2020 - Current | 3 |
| Gamble Retirement Solutions | Beloit, WI | Sep 2020 - Jan 2023 | 2 |
| Fisher Investments | Camas, WA | Jan 2018 - Sep 2020 | 2 |
| Marquette University | Milwaukee, WI | Jan 2015 - Dec 2017 | 2 |
| Northwestern Mutual | Milwaukee, WI | Jun 2016 - Mar 2017 | < 1 |
| United States Marine Corps | Kaneohe, HI | Jul 2011 - Nov 2014 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2018 |
- WI
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Total Assets Under Management213MILLIONS
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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
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