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.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| 1 Road Financial, LLC | Plymouth Meeting, PA | Dec 2021 - Current | 2 |
| Iams Wealth Management | Omaha, NE | Sep 2021 - Current | 2 |
| Independent Insurance Agent | Perkionmenville, PA | Sep 2021 - Dec 2021 | < 1 |
| Unison Financial Associaties LLP | Conshohocken, PA | Oct 2013 - Dec 2021 | 8 |
| Delaware Valley Advisors | Huntingdon, PA | Dec 2019 - Dec 2020 | 1 |
| Securian Financial Services | St. Paul, MN | Dec 2019 - Dec 2020 | 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Dec 2019 - Dec 2020 | 1 |
| Wells Fargo Bank, Na | Norristown, PA | Jun 2017 - Nov 2019 | 2 |
| Wells Fargo Clearing Services, LLC | Norristown, PA | Jun 2017 - Nov 2019 | 2 |
| The O.n. Equity Sales Company | Cincinnati, OH | Apr 2016 - Jan 2017 | < 1 |
| Ohio National | Philadelphia, PA | Jul 2015 - Jan 2017 | 1 |
| Mutual Of Omaha Investor Services, Inc. | Omaha, NE | Feb 2013 - Jul 2015 | 2 |
| Mutual Of Omaha | Blue Bell, PA | Nov 2012 - Jul 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2013 |
| S66 | NASAA Uniform Combined State Law Examination | Jan 2020 |
- PA
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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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