Iams Wealth Management, LLC

Iams Wealth Management, LLC (CRD# 286085) is a financial advisory firm headquartered in Omaha, NE. They manage $213,238,892 in 1,652 accounts and serve the financial needs of clients across 37 states (or territories).

By the Numbers
  • Total Assets Under Management
    213
    MILLION
  • 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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
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, NV, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WY

Financial Advisors at Iams Wealth Management, LLC
Showing 11 - 20 of 52 top financial advisors.
11
Jeremy O. Dopp
CRD#: 4599469
14507 California Street, Omaha, NE 68154

Jeremy Dopp (CRD# 4599469) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 21 years of experience in the finance industry.

12
Brian T. Dvorak
CRD#: 5514660
Kaukauna, WI

Brian Dvorak (CRD# 5514660) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Kaukauna, WI and has over 15 years of experience in the finance industry.

13
John C. Entingh
CRD#: 4069806
5650 Blazer Parkway, Dublin, OH 43017

John Entingh (CRD# 4069806) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Dublin, OH and has over 7 years of experience in the finance industry.

14
John C. Fritsch
CRD#: 6753841
3910 W. 59th St., Sioux Falls, SD 57108

John Fritsch (CRD# 6753841) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Sioux Falls, SD and has over 6 years of experience in the finance industry.

15
Terrell J. Gamble
CRD#: 6720411
14507 California Street, Omaha, NE 68154

Terrell Gamble (CRD# 6720411) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 7 years of experience in the finance industry.

16
Tevin M. Gamble
CRD#: 6637069
14507 California Street, Omaha, NE 68154

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.

17
Matthew D. Gill
CRD#: 7017114
14507 California Street, Omaha, NE 68154

Matthew Gill (CRD# 7017114) 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.

18
Kathryn L. Hadley
CRD#: 5267432
14507 California Street, Omaha, NE 68154

Kathryn Hadley (CRD# 5267432) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 17 years of experience in the finance industry.

19
Michael G. Hansen
CRD#: 7059475
14507 California Street, Omaha, NE 68154

Michael Hansen (CRD# 7059475) 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.

20
Charles R. Heuring
CRD#: 6735080
14507 California Street, Omaha, NE 68154

Charles Heuring (CRD# 6735080) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 7 years of experience in the finance industry.

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