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).
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Total Assets Under Management213MILLION
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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
Patrick Kaiser (CRD# 1364432) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 31 years of experience in the finance industry.
Matthew Latta (CRD# 7041741) 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.
Brenda Oldham (CRD# 4092970) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Highland, MI and has over 20 years of experience in the finance industry.
James Rawls (CRD# 1447421) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Valley Mills, TX and has over 38 years of experience in the finance industry.
Zachary Reeg (CRD# 6812092) 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.
Timothy Romero (CRD# 6814538) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Port Arthur, TX and has over 6 years of experience in the finance industry.
Reid Simpson (CRD# 6374409) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.
Paul Sipala (CRD# 1376708) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Aiken, SC and has over 26 years of experience in the finance industry.
Duncan Smith (CRD# 4284955) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Omaha, NE and has over 14 years of experience in the finance industry.
Ian Turner (CRD# 4174565) is an Investment Advisor Representative working at Iams Wealth Management, LLC in Lake Saint Louis, MO and has over 23 years of experience in the finance industry.