Michael Audi, financial advisor Omaha NE

Michael Audi

CRD Number: 6941055
Current Firm: Iams Wealth Management, LLC

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.

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Principal Advised Services
Company Name Location Dates Years
Iams Wealth Mangement, LLC Elkhorn, NE Jul 2019 - Current 5
Mla Financial Spring Hill, FL Nov 2000 - Current 23
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Apr 2018
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for Michael L. Audi
Phone Number: (888)255-7670
Firm Website: http://iamswm.com
Registered State(s):
  • FL
By the Numbers
  • Total Assets Under Management
    213
    MILLIONS
  • 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

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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