Iams Wealth Management, LLC

Iams Wealth Management, LLC (CRD# 286085) is a financial advisory firm headquartered in Omaha, NE. They manage $152,658,052 in 1,344 accounts and serve the financial needs of clients across 35 states (or territories).

Current Firm Details
14507 California Street, Omaha, NE 68154
https://www.youtube.com/channel/ucecmtz_ryews_--vzzgpxsa
By the Numbers
  • Total Assets Under Management
    153
    MILLION
  • Total Number of Accounts
    1,344
    ACCOUNTS
  • Average Account Value
    $113,585
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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at Iams Wealth Management, LLC
Showing 1 - 10 of 51 top financial advisors.
1
Kristi Bartholomew, financial advisor Omaha NE
Kristi Bartholomew
CRD#: 6995987
14507 California Street, Omaha, NE 68154

Kristi Bartholomew (CRD# 6995987) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 4 years of experience in the finance industry.

2
Gregory Boles, financial advisor Red Bank NJ
Gregory C. Boles
CRD#: 4488403
331 Newman Springs Road, 4th Floor Suite 143, Red Bank, NJ 07701

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.

3
Philip Bongiorno, financial advisor Stowe VT
Philip J. Bongiorno
CRD#: 1094196
Stowe, VT

Philip Bongiorno (CRD# 1094196) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Stowe, VT and has over 17 years of experience in the finance industry.

4
William Campbell, financial advisor Bedford TX
William B. Campbell
CRD#: 5406149
1901 Central Drive, Suite 800, Bedford, TX 76021

William Campbell (CRD# 5406149) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Bedford, TX and has over 15 years of experience in the finance industry.

5
Jack Carini, financial advisor Turnersville NJ
Jack C. Carini
CRD#: 2279078
901 Route 168 Suite 208, Turnersville, NJ 08012

Jack Carini (CRD# 2279078) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 28 years of experience in the finance industry.

6
Nicholas Carini, financial advisor Turnersville NJ
Nicholas J. Carini
CRD#: 5973061
901 Route 168, Suite 208, Turnersville, NJ 08012

Nicholas Carini (CRD# 5973061) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Turnersville, NJ and has over 8 years of experience in the finance industry.

7
Herbert Catledge, financial advisor Maryville TN
Herbert K. Catledge
CRD#: 4747878
200 E. Broadway Ave., Suite 412, Maryville, TN 37804

Herbert Catledge (CRD# 4747878) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Maryville, TN and has over 17 years of experience in the finance industry.

8
Adam Clements, financial advisor Simpsonville SC
Adam B. Clements
CRD#: 6521800
Simpsonville, SC

Adam Clements (CRD# 6521800) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Simpsonville, SC and has over 7 years of experience in the finance industry. Adam Clements has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

9
Curtis Cottle, financial advisor Kentwood MI
Curtis T. Cottle
CRD#: 6119745
2350 32nd St Se, Suite 100, Kentwood, MI 49508

Curtis Cottle (CRD# 6119745) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Kentwood, MI and has over 10 years of experience in the finance industry.

10
Timothy Demay, financial advisor Fowler OH
Timothy W. Demay
CRD#: 5025712
Fowler, OH

Timothy Demay (CRD# 5025712) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Fowler, OH and has over 17 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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