Stephen Clubb, financial advisor Perkionmenville PA

Stephen Clubb

CRD Number: 6162312
Current Firm: Iams Wealth Management, LLC

Stephen Clubb (CRD# 6162312) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Perkionmenville, PA and has over 8 years of experience in the finance industry.

Company Name Location Dates Years
Independent Insurance Agent Perkionmenville, PA Sep 2021 - Current < 1
Iams Wealth Management Elkhorn, NE Sep 2021 - Current < 1
Unison Financial Associaties LLP Conshohocken, PA Oct 2013 - Current 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
Unemployed Unemployed, PA Sep 2011 - Nov 2012 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2013
S66 NASAA Uniform Combined State Law Examination Jan 2020
Contact Info for Stephen C. Clubb
Phone Number: (888)255-7670
Registered State(s):
  • PA
By the Numbers
  • Total Assets Under Management
    62
    MILLIONS
  • Total Number of Accounts
    803
    ACCOUNTS
  • Average Account Value
    $77,263
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

AZ, CA, CO, CT, FL, GA, IA, IL, IN, KS, ME, MI, MO, NC, NE, NH, NJ, OH, OK, OR, PA, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

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